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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

RDA Financial Network's DEED Position: Q4 2022 in Review

RDA Financial Network sold out of First Trust Securitized Plus ETF (DEED) in Q4 2022, closing a stake of 54,716 shares — an estimated $1.18M sold.

RDA Financial Network first reported a position in DEED in Q4 2021 and held it in 4 quarters. The position peaked at $1.22M in Q2 2022. 65 funds tracked by Wall St. Rank hold DEED as of Q4 2022.

RDA Financial Network reported no remaining First Trust Securitized Plus ETF position as of Q4 2022 after selling out during the quarter.
RDA Financial Network sold 54,716 First Trust Securitized Plus ETF shares in Q4 2022, an estimated $1.18M.
RDA Financial Network first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 4 quarters.
RDA Financial Network's First Trust Securitized Plus ETF position peaked at $1.22M in Q2 2022.
65 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2022.

Based on RDA Financial Network's 13F filing for Q4 2022, filed 10 Jan 2023.