RWPA
DEED icon

Richard W. Paul & Associates’s First Trust Securitized Plus ETF DEED Stock Holding History

Richard W. Paul & 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
Q2 		– Sell
-1,246
Closed -$25.8K – 505
2024
Q1 		$25.8K Sell
1,246
-12
-1% -$249 0.01% 242
2023
Q4 		$26.7K Sell
1,258
-283
-18% -$5.71K 0.01% 240
2023
Q3 		$30.8K Sell
1,541
-95,822
-98% -$1.99M 0.01% 221
2023
Q2 		$2.08M Buy
97,363
+1,400
+1% +$30.2K 0.91% 24
2023
Q1 		$2.08M Buy
95,963
+28,331
+42% +$612K 0.96% 20
2022
Q4 		$1.43M Buy
+67,632
New +$1.43M 0.72% 34

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Richard W. Paul & Associates's DEED Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of First Trust Securitized Plus ETF (DEED) in Q2 2024, closing a stake of 1,246 shares — an estimated $25.8K sold.

Richard W. Paul & Associates first reported a position in DEED in Q4 2022 and held it in 6 quarters. The position peaked at $2.08M in Q1 2023. 39 funds tracked by Wall St. Rank hold DEED as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining First Trust Securitized Plus ETF position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 1,246 First Trust Securitized Plus ETF shares in Q2 2024, an estimated $25.8K.
  • Richard W. Paul & Associates first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 6 quarters.
  • Richard W. Paul & Associates's First Trust Securitized Plus ETF position peaked at $2.08M in Q1 2023.
  • 39 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.