Prospera Financial Services’s First Trust Securitized Plus ETF DEED Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-131,655	Closed	-$3.18M	–	1833
2022 Q1	$3.18M	Sell	131,655 -6,759	-5%	-$169K	0.13%	185
2021 Q4	$3.56M	Buy	138,414 +786	+0.6%	+$20.3K	0.15%	159
2021 Q3	$3.57M	Sell	137,628 -3,650	-3%	-$94.9K	0.18%	144
2021 Q2	$3.66M	Buy	141,278 +47,070	+50%	+$1.22M	0.18%	136
2021 Q1	$2.42M	Buy	+94,208	New	+$2.43M	0.14%	174

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

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

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

WCFA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

Prospera Financial Services's DEED Position: Q2 2022 in Review

Prospera Financial Services sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 131,655 shares — an estimated $3.18M sold.

Prospera Financial Services first reported a position in DEED in Q1 2021 and held it in 5 quarters. The position peaked at $3.66M in Q2 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

Prospera Financial Services reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 131,655 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $3.18M.
Prospera Financial Services first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 5 quarters.
Prospera Financial Services's First Trust Securitized Plus ETF position peaked at $3.66M in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.