Root Financial Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

Root Financial Partners’s Portfolio DEED Stock Details DEED Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$88K	Buy
2024 Q3	–	Sell
2024 Q2	$297K	Sell
2024 Q1	$300K	Sell
2023 Q4	$480K	Sell
2023 Q3	$459K	Buy
2023 Q2	$491K	Sell
2023 Q1	$561K	Buy