Private Advisor Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Private Advisor 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
2023 Q1	–	Sell	-12,182	Closed	-$257	–	1989
2022 Q4	$257	Sell	12,182 -3,802	-24%	-$80.4K	﹤0.01%	1488
2022 Q3	$343K	Sell	15,984 -21,909	-58%	-$497K	﹤0.01%	1405
2022 Q2	$861K	Sell	37,893 -176,816	-82%	-$4.1M	0.01%	1140
2022 Q1	$5.18M	Buy	214,709 +14,894	+7%	+$371K	0.04%	434
2021 Q4	$5.13M	Buy	199,815 +53,864	+37%	+$1.39M	0.04%	446
2021 Q3	$3.79M	Buy	145,951 +976	+0.7%	+$25.4K	0.02%	622
2021 Q2	$3.76M	Buy	+144,975	New	+$3.76M	0.03%	502

Other funds holding DEED

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Private Advisor Group's DEED Position: Q1 2023 in Review

Private Advisor Group sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 12,182 shares — an estimated $257 sold.

Private Advisor Group first reported a position in DEED in Q2 2021 and held it in 7 quarters. The position peaked at $5.18M in Q1 2022. 53 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

Private Advisor Group reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
Private Advisor Group sold 12,182 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $257.
Private Advisor Group first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 7 quarters.
Private Advisor Group's First Trust Securitized Plus ETF position peaked at $5.18M in Q1 2022.
53 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Private Advisor Group's 13F filing for Q1 2023, filed 10 May 2023.