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 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

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return