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Prepared Retirement Institute’s First Trust Securitized Plus ETF DEED Stock Holding History

Prepared Retirement Institute’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
-13,162
Closed -$278K – 87
2025
Q2 		$278K Hold
13,162
– – 0.16% 70
2025
Q1 		$278K Sell
13,162
-205
-2% -$4.29K 0.18% 69
2024
Q4 		$276K Sell
13,367
-1,729
-11% -$36.3K 0.16% 69
2024
Q3 		$328K Buy
15,096
+27
+0.2% +$576 0.2% 52
2024
Q2 		$311K Buy
15,069
+28
+0.2% +$573 0.21% 57
2024
Q1 		$311K Sell
15,041
-1,717
-10% -$35.6K 0.23% 50
2023
Q4 		$355K Buy
+16,758
New +$338K 0.27% 52

Other funds holding DEED

GWM
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

Prepared Retirement Institute's DEED Position: Q3 2025 in Review

Prepared Retirement Institute sold out of First Trust Securitized Plus ETF (DEED) in Q3 2025, closing a stake of 13,162 shares — an estimated $278K sold.

Prepared Retirement Institute first reported a position in DEED in Q4 2023 and held it in 7 quarters. The position peaked at $355K in Q4 2023. 37 funds tracked by Wall St. Rank hold DEED as of Q3 2025.

  • Prepared Retirement Institute reported no remaining First Trust Securitized Plus ETF position as of Q3 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 13,162 First Trust Securitized Plus ETF shares in Q3 2025, an estimated $278K.
  • Prepared Retirement Institute first reported a position in First Trust Securitized Plus ETF in Q4 2023 and held it in 7 quarters.
  • Prepared Retirement Institute's First Trust Securitized Plus ETF position peaked at $355K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.