SAM
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Secure Asset Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Secure Asset Management’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
2022
Q2 		– Sell
-27,706
Closed -$669K – 175
2022
Q1 		$669K Sell
27,706
-1,798
-6% -$44.8K 0.3% 68
2021
Q4 		$758K Buy
29,504
+3,999
+16% +$103K 0.31% 56
2021
Q3 		$662K Sell
25,505
-3,162
-11% -$82.2K 0.33% 51
2021
Q2 		$743K Buy
28,667
+2,064
+8% +$53.5K 0.38% 44
2021
Q1 		$685K Buy
+26,603
New +$688K 0.38% 50

Other funds holding DEED

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return