RFN
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RDA Financial Network’s First Trust Securitized Plus ETF DEED Stock Holding History

RDA Financial Network’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
Q4 		– Sell
-54,716
Closed -$1.18M – 214
2022
Q3 		$1.18M Buy
54,716
+1,131
+2% +$25.7K 0.64% 51
2022
Q2 		$1.22M Buy
53,585
+8,661
+19% +$201K 0.61% 54
2022
Q1 		$1.08M Buy
44,924
+2,028
+5% +$50.6K 0.46% 61
2021
Q4 		$1.1M Buy
+42,896
New +$1.11M 0.45% 63

Other funds holding DEED

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return