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Raymond James Financial Services Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-9,888
Closed -$210K – 3408
2023
Q4 		$210K Buy
+9,888
New +$200K ﹤0.01% 2960
2023
Q1 		– Sell
-47,216
Closed -$996K – 3292
2022
Q4 		$996K Sell
47,216
-3,277
-6% -$69.3K ﹤0.01% 1842
2022
Q3 		$1.08M Sell
50,493
-3,885
-7% -$88.2K ﹤0.01% 1759
2022
Q2 		$1.24M Sell
54,378
-133
-0.2% -$3.08K ﹤0.01% 1705
2022
Q1 		$1.32M Sell
54,511
-4,234
-7% -$106K ﹤0.01% 1766
2021
Q4 		$1.51M Sell
58,745
-1,102
-2% -$28.5K ﹤0.01% 1713
2021
Q3 		$1.55M Sell
59,847
-15,639
-21% -$407K ﹤0.01% 1646
2021
Q2 		$1.96M Buy
+75,486
New +$1.96M ﹤0.01% 1481

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Raymond James Financial Services Advisors's DEED Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q1 2024, closing a stake of 9,888 shares — an estimated $210K sold.

Raymond James Financial Services Advisors first reported a position in DEED in Q2 2021 and held it in 8 quarters. The position peaked at $1.96M in Q2 2021. 33 funds tracked by Wall St. Rank hold DEED as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining First Trust Securitized Plus ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,888 First Trust Securitized Plus ETF shares in Q1 2024, an estimated $210K.
  • Raymond James Financial Services Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 8 quarters.
  • Raymond James Financial Services Advisors's First Trust Securitized Plus ETF position peaked at $1.96M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.