Nova Wealth Management
DEED icon

Nova Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Nova Wealth Management’s Portfolio DEED Stock Details DEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21K Hold
150
– – ﹤0.01% 496
2026
Q1 		$3.2K Hold
150
– – ﹤0.01% 474
2025
Q4 		$3.24K Hold
150
– – ﹤0.01% 471
2025
Q3 		$3.21K Hold
150
– – ﹤0.01% 458
2025
Q2 		$3.17K Hold
150
– – ﹤0.01% 499
2025
Q1 		$3.17K Hold
150
– – ﹤0.01% 411
2024
Q4 		$3.1K Buy
+150
New +$3.15K ﹤0.01% 313

Other funds holding DEED

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Strategic Financial Partners
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nova Wealth Management's DEED Position: Q2 2026 in Review

Nova Wealth Management held its First Trust Securitized Plus ETF (DEED) position steady in Q2 2026 at 150 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Nova Wealth Management first reported a position in DEED in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24K in Q4 2025. 33 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Nova Wealth Management held 150 shares of First Trust Securitized Plus ETF worth $3.21K as of Q2 2026.
  • Nova Wealth Management left its First Trust Securitized Plus ETF share count unchanged in Q2 2026.
  • First Trust Securitized Plus ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Nova Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's First Trust Securitized Plus ETF position peaked at $3.24K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.