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Park Square Financial Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-803
Closed -$17K – 426
2025
Q2 		$17K Hold
803
– – 0.01% 499
2025
Q1 		$17K Hold
803
– – 0.01% 478
2024
Q4 		$16.6K Buy
+803
New +$16.9K 0.01% 477

Other funds holding DEED

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GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

Park Square Financial Group's DEED Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Securitized Plus ETF (DEED) in Q3 2025, closing a stake of 803 shares — an estimated $17K sold.

Park Square Financial Group first reported a position in DEED in Q4 2024 and held it in 3 quarters. The position peaked at $17K in Q2 2025. 37 funds tracked by Wall St. Rank hold DEED as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Securitized Plus ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 803 First Trust Securitized Plus ETF shares in Q3 2025, an estimated $17K.
  • Park Square Financial Group first reported a position in First Trust Securitized Plus ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Securitized Plus ETF position peaked at $17K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.