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PFG Private Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

PFG Private Wealth Management’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
Q1 		– Sell
-40
Closed -$1K – 308
2022
Q4 		$1K Buy
+40
New +$846 ﹤0.01% 309

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WCFA
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M1FG
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Osaic Holdings
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LPL Financial
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
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PFG Private Wealth Management's DEED Position: Q1 2023 in Review

PFG Private Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 40 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in DEED in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

  • PFG Private Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 40 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $1K.
  • PFG Private Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust Securitized Plus ETF position peaked at $1K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.