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 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

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ORG Wealth Partners's DEED Position: Q2 2026 in Review

ORG Wealth Partners held its First Trust Securitized Plus ETF (DEED) position steady in Q2 2026 at 306 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

ORG Wealth Partners first reported a position in DEED in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.66K in Q3 2024. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

ORG Wealth Partners held 306 shares of First Trust Securitized Plus ETF worth $6.54K as of Q2 2026.
ORG Wealth Partners left its First Trust Securitized Plus ETF share count unchanged in Q2 2026.
First Trust Securitized Plus ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #565 holding.
ORG Wealth Partners first reported a position in First Trust Securitized Plus ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's First Trust Securitized Plus ETF position peaked at $6.66K in Q3 2024.
34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.