Osaic Holdings
DEED icon

Osaic Holdings’s First Trust Securitized Plus ETF DEED Stock Holding History

Osaic Holdings’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 		$35.3K Buy
+1,650
New +$35.2K ﹤0.01% 5734
2025
Q2 		– Sell
-634
Closed -$13.4K – 7769
2025
Q1 		$13.4K Sell
634
-385
-38% -$8.06K ﹤0.01% 5624
2024
Q4 		$21.1K Hold
1,019
– – ﹤0.01% 5308
2024
Q3 		$22.2K Hold
1,019
– – ﹤0.01% 5326
2024
Q2 		$21K Sell
1,019
-542
-35% -$11.1K ﹤0.01% 5309
2024
Q1 		$32.3K Sell
1,561
-3,830
-71% -$79.5K ﹤0.01% 5046
2023
Q4 		$114K Sell
5,391
-8,016
-60% -$162K ﹤0.01% 4341
2023
Q3 		$268K Sell
13,407
-93,089
-87% -$1.93M ﹤0.01% 3773
2023
Q2 		$2.27M Sell
106,496
-2,634
-2% -$56.8K ﹤0.01% 1750
2023
Q1 		$2.37M Buy
109,130
+387
+0.4% +$8.36K ﹤0.01% 1688
2022
Q4 		$2.29M Sell
108,743
-42,179
-28% -$892K ﹤0.01% 1652
2022
Q3 		$3.24M Buy
150,922
+2,282
+2% +$51.8K 0.01% 1282
2022
Q2 		$3.38M Sell
148,640
-93,439
-39% -$2.17M 0.01% 1294
2022
Q1 		$5.84M Sell
242,079
-452,825
-65% -$11.3M 0.01% 1080
2021
Q4 		$17.9M Buy
694,904
+476,136
+218% +$12.3M 0.03% 461
2021
Q3 		$5.67M Sell
218,768
-15,698
-7% -$408K 0.01% 977
2021
Q2 		$6.08M Buy
234,466
+231,700
+8,377% +$6.01M 0.01% 930
2021
Q1 		$71K Buy
+2,766
New +$71.5K ﹤0.01% 4618

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
NA
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
VT
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
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

Osaic Holdings's DEED Position: Q2 2026 in Review

Osaic Holdings opened a new position in First Trust Securitized Plus ETF (DEED) in Q2 2026: 1,650 shares worth $35.3K. The stake represents ﹤0.01% of the portfolio and ranks #5734 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in DEED as recently as Q1 2025.

Osaic Holdings first reported a position in DEED in Q1 2021 and has held it in 18 quarters since. The position peaked at $17.9M in Q4 2021. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Osaic Holdings held 1,650 shares of First Trust Securitized Plus ETF worth $35.3K as of Q2 2026.
  • First Trust Securitized Plus ETF was a new Osaic Holdings position in Q2 2026.
  • First Trust Securitized Plus ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5734 holding.
  • Osaic Holdings first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 18 quarters since.
  • Osaic Holdings's First Trust Securitized Plus ETF position peaked at $17.9M in Q4 2021.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.