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

ORG Wealth 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
2026 Q3	$6.2K	Hold	306	–	–	﹤0.01%	874
2026 Q2	$6.54K	Hold	306	–	–	﹤0.01%	565
2026 Q1	$6.53K	Hold	306	–	–	﹤0.01%	534
2025 Q4	$6.61K	Hold	306	–	–	﹤0.01%	495
2025 Q3	$6.54K	Hold	306	–	–	﹤0.01%	502
2025 Q2	$6.47K	Hold	306	–	–	﹤0.01%	522
2025 Q1	$6.48K	Hold	306	–	–	﹤0.01%	582
2024 Q4	$6.33K	Hold	306	–	–	﹤0.01%	400
2024 Q3	$6.66K	Buy	+306	New	+$6.53K	﹤0.01%	385

Other funds holding DEED

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

ORG Wealth Partners's DEED Position: Q3 2026 in Review

ORG Wealth Partners held its First Trust Securitized Plus ETF (DEED) position steady in Q3 2026 at 306 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

ORG Wealth Partners first reported a position in DEED in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.66K in Q3 2024. 19 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

ORG Wealth Partners held 306 shares of First Trust Securitized Plus ETF worth $6.2K as of Q3 2026.
ORG Wealth Partners left its First Trust Securitized Plus ETF share count unchanged in Q3 2026.
First Trust Securitized Plus ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #874 holding.
ORG Wealth Partners first reported a position in First Trust Securitized Plus ETF in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's First Trust Securitized Plus ETF position peaked at $6.66K in Q3 2024.
19 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.