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Running Point Capital Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		– Sell
-17,164
Closed -$367K – 193
2025
Q3 		$367K Hold
17,164
– – 0.1% 99
2025
Q2 		$363K Buy
17,164
+1,272
+8% +$26.7K 0.1% 96
2025
Q1 		$336K Buy
15,892
+1,819
+13% +$38.1K 0.11% 94
2024
Q4 		$291K Buy
14,073
+115
+0.8% +$2.42K 0.1% 89
2024
Q3 		$304K Buy
13,958
+1,631
+13% +$34.8K 0.12% 78
2024
Q2 		$254K Buy
12,327
+2,139
+21% +$43.8K 0.11% 82
2024
Q1 		$211K Hold
10,188
– – 0.09% 89
2023
Q4 		$216K Buy
+10,188
New +$206K 0.11% 95
2022
Q3 		– Sell
-9,548
Closed -$217K – 220
2022
Q2 		$217K Sell
9,548
-1,459
-13% -$33.8K 0.14% 89
2022
Q1 		$266K Buy
11,007
+641
+6% +$16K 0.16% 79
2021
Q4 		$266K Buy
10,366
+1,024
+11% +$26.4K 0.16% 65
2021
Q3 		$242K Buy
+9,342
New +$243K 0.11% 94

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Running Point Capital Advisors's DEED Position: Q4 2025 in Review

Running Point Capital Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q4 2025, closing a stake of 17,164 shares — an estimated $367K sold.

Running Point Capital Advisors first reported a position in DEED in Q3 2021 and held it in 12 quarters. The position peaked at $367K in Q3 2025. 34 funds tracked by Wall St. Rank hold DEED as of Q4 2025.

  • Running Point Capital Advisors reported no remaining First Trust Securitized Plus ETF position as of Q4 2025 after selling out during the quarter.
  • Running Point Capital Advisors sold 17,164 First Trust Securitized Plus ETF shares in Q4 2025, an estimated $367K.
  • Running Point Capital Advisors first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 12 quarters.
  • Running Point Capital Advisors's First Trust Securitized Plus ETF position peaked at $367K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.