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Orion Portfolio Solutions’s First Trust Securitized Plus ETF DEED Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-13,102
Closed -$262K – 1669
2023
Q3 		$262K Hold
13,102
– – ﹤0.01% 1445
2023
Q2 		$280K Hold
13,102
– – ﹤0.01% 1424
2023
Q1 		$285K Buy
+13,102
New +$283K ﹤0.01% 1367

Other funds holding DEED

DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Orion Portfolio Solutions's DEED Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of First Trust Securitized Plus ETF (DEED) in Q4 2023, closing a stake of 13,102 shares — an estimated $262K sold.

Orion Portfolio Solutions first reported a position in DEED in Q1 2023 and held it in 3 quarters. The position peaked at $285K in Q1 2023. 43 funds tracked by Wall St. Rank hold DEED as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining First Trust Securitized Plus ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,102 First Trust Securitized Plus ETF shares in Q4 2023, an estimated $262K.
  • Orion Portfolio Solutions first reported a position in First Trust Securitized Plus ETF in Q1 2023 and held it in 3 quarters.
  • Orion Portfolio Solutions's First Trust Securitized Plus ETF position peaked at $285K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.