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ORG Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

ORG Partners’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
2024
Q3 		– Sell
-306
Closed -$6.28K – 1213
2024
Q2 		$6.28K Buy
+306
New +$6.27K ﹤0.01% 1340
2024
Q1 		– Sell
-612
Closed -$13K – 651
2023
Q4 		$13K Buy
612
+306
+100% +$6.18K ﹤0.01% 725
2023
Q3 		$6.11K Sell
306
-1
-0.3% -$21 ﹤0.01% 914
2023
Q2 		$7K Buy
+307
New +$6.62K ﹤0.01% 1028

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ORG Partners's DEED Position: Q3 2024 in Review

ORG Partners sold out of First Trust Securitized Plus ETF (DEED) in Q3 2024, closing a stake of 306 shares — an estimated $6.28K sold.

ORG Partners first reported a position in DEED in Q2 2023 and held it in 4 quarters. The position peaked at $13K in Q4 2023. 31 funds tracked by Wall St. Rank hold DEED as of Q3 2024.

  • ORG Partners reported no remaining First Trust Securitized Plus ETF position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 306 First Trust Securitized Plus ETF shares in Q3 2024, an estimated $6.28K.
  • ORG Partners first reported a position in First Trust Securitized Plus ETF in Q2 2023 and held it in 4 quarters.
  • ORG Partners's First Trust Securitized Plus ETF position peaked at $13K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.