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 Q3	$282	Buy	+14	New	+$295	﹤0.01%	3416
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

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

TCFG Investment Advisors Laguna Niguel, California $293M AUM

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Root Financial Partners's DEED Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Securitized Plus ETF (DEED) in Q3 2026: 14 shares worth $282. The stake represents ﹤0.01% of the portfolio and ranks #3416 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DEED as recently as Q1 2026.

Root Financial Partners first reported a position in DEED in Q1 2023 and has held it in 10 quarters since. The position peaked at $561K in Q1 2023. 7 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

Root Financial Partners held 14 shares of First Trust Securitized Plus ETF worth $282 as of Q3 2026.
First Trust Securitized Plus ETF was a new Root Financial Partners position in Q3 2026.
First Trust Securitized Plus ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3416 holding.
Root Financial Partners first reported a position in First Trust Securitized Plus ETF in Q1 2023 and has held it in 10 quarters since.
Root Financial Partners's First Trust Securitized Plus ETF position peaked at $561K in Q1 2023.
7 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.