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

Root Financial Partners’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	–	Sell	-1,562	Closed	-$33.3K	–	1100
2026 Q1	$33.3K	Sell	1,562 -711	-31%	-$15.4K	﹤0.01%	1054
2025 Q4	$49.1K	Sell	2,273 -1,845	-45%	-$39.8K	﹤0.01%	722
2025 Q3	$88K	Buy	+4,118	New	+$87.3K	0.01%	476
2024 Q3	–	Sell	-14,392	Closed	-$297K	–	153
2024 Q2	$297K	Sell	14,392 -77	-0.5%	-$1.58K	0.07%	89
2024 Q1	$300K	Sell	14,469 -8,163	-36%	-$169K	0.09%	79
2023 Q4	$480K	Sell	22,632 -365	-2%	-$7.37K	0.18%	53
2023 Q3	$459K	Buy	22,997 +5	+0%	+$104	0.24%	44
2023 Q2	$491K	Sell	22,992 -2,833	-11%	-$61K	0.29%	43
2023 Q1	$561K	Buy	+25,825	New	+$558K	0.4%	38

Other funds holding DEED

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

GCWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's DEED Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Securitized Plus ETF (DEED) in Q2 2026, closing a stake of 1,562 shares — an estimated $33.3K sold.

Root Financial Partners first reported a position in DEED in Q1 2023 and held it in 9 quarters. The position peaked at $561K in Q1 2023. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Root Financial Partners reported no remaining First Trust Securitized Plus ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,562 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $33.3K.
Root Financial Partners first reported a position in First Trust Securitized Plus ETF in Q1 2023 and held it in 9 quarters.
Root Financial Partners's First Trust Securitized Plus ETF position peaked at $561K in Q1 2023.
34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.