Rik Saylor Financial’s First Trust Securitized Plus ETF DEED Stock Holding History

Rik Saylor Financial’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
2026 Q2	$540K	Sell	25,243 -137	-0.5%	-$2.93K	0.36%	64
2026 Q1	$541K	Buy	25,380 +93	+0.4%	+$2.01K	0.41%	62
2025 Q4	$546K	Sell	25,287 -170	-0.7%	-$3.66K	0.4%	62
2025 Q3	$544K	Sell	25,457 -959	-4%	-$20.3K	0.4%	62
2025 Q2	$558K	Sell	26,416 -190	-0.7%	-$3.98K	0.43%	60
2025 Q1	$562K	Sell	26,606 -546	-2%	-$11.4K	0.5%	54
2024 Q4	$562K	Buy	+27,152	New	+$571K	0.52%	54

Other funds holding DEED

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

NACL

NI ACQUISITIONS COMPANY, LLC Lemoyne, Pennsylvania $234M AUM

Rik Saylor Financial's DEED Position: Q2 2026 in Review

Rik Saylor Financial reduced its First Trust Securitized Plus ETF (DEED) stake by 0.54% in Q2 2026, selling an estimated $2.93K and leaving 25,243 shares worth $540K. The position accounts for 0.36% of the portfolio, ranked #64.

Rik Saylor Financial first reported a position in DEED in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q1 2025. 18 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Rik Saylor Financial held 25,243 shares of First Trust Securitized Plus ETF worth $540K as of Q2 2026.
Rik Saylor Financial sold 137 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $2.93K.
First Trust Securitized Plus ETF made up 0.36% of Rik Saylor Financial's portfolio in Q2 2026, its #64 holding.
Rik Saylor Financial first reported a position in First Trust Securitized Plus ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's First Trust Securitized Plus ETF position peaked at $562K in Q1 2025.
18 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.