RJA
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Raymond James & Associates’s First Trust Securitized Plus ETF DEED Stock Holding History

Raymond James & Associates’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
2024
Q3 		$3.23M Buy
148,259
+34,768
+31% +$742K ﹤0.01% 1926
2024
Q2 		$2.34M Buy
+113,491
New +$2.32M ﹤0.01% 2062
2024
Q1 		– Sell
-122,590
Closed -$2.6M – 3949
2023
Q4 		$2.6M Buy
+122,590
New +$2.48M ﹤0.01% 1944
2022
Q3 		– Sell
-30,149
Closed -$685K – 3989
2022
Q2 		$685K Sell
30,149
-1,154
-4% -$26.8K ﹤0.01% 2709
2022
Q1 		$756K Buy
31,303
+11,093
+55% +$277K ﹤0.01% 2788
2021
Q4 		$519K Buy
20,210
+1,495
+8% +$38.6K ﹤0.01% 3054
2021
Q3 		$485K Buy
+18,715
New +$487K ﹤0.01% 3085

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Raymond James & Associates's DEED Position: Q3 2024 in Review

Raymond James & Associates increased its First Trust Securitized Plus ETF (DEED) stake by 31% in Q3 2024, buying an estimated $742K and bringing the position to 148,259 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Raymond James & Associates first reported a position in DEED in Q3 2021 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold DEED as of Q3 2024.

  • Raymond James & Associates held 148,259 shares of First Trust Securitized Plus ETF worth $3.23M as of Q3 2024.
  • Raymond James & Associates bought 34,768 First Trust Securitized Plus ETF shares in Q3 2024, an estimated $742K.
  • First Trust Securitized Plus ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1926 holding.
  • Raymond James & Associates first reported a position in First Trust Securitized Plus ETF in Q3 2021 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.