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 New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Secure Asset Management's DEED Position: Q2 2022 in Review

Secure Asset Management sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 27,706 shares — an estimated $669K sold.

Secure Asset Management first reported a position in DEED in Q1 2021 and held it in 5 quarters. The position peaked at $758K in Q4 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

Secure Asset Management reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 27,706 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $669K.
Secure Asset Management first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 5 quarters.
Secure Asset Management's First Trust Securitized Plus ETF position peaked at $758K in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.