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Security Financial Services’s First Trust Securitized Plus ETF DEED Stock Holding History

Security Financial Services’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
Q3 		– Sell
-15,301
Closed -$348K – 131
2022
Q2 		$348K Buy
15,301
+176
+1% +$4.08K 0.11% 103
2022
Q1 		$365K Buy
+15,125
New +$377K 0.12% 101

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DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 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
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Security Financial Services's DEED Position: Q3 2022 in Review

Security Financial Services sold out of First Trust Securitized Plus ETF (DEED) in Q3 2022, closing a stake of 15,301 shares — an estimated $348K sold.

Security Financial Services first reported a position in DEED in Q1 2022 and held it in 2 quarters. The position peaked at $365K in Q1 2022. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

  • Security Financial Services reported no remaining First Trust Securitized Plus ETF position as of Q3 2022 after selling out during the quarter.
  • Security Financial Services sold 15,301 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $348K.
  • Security Financial Services first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 2 quarters.
  • Security Financial Services's First Trust Securitized Plus ETF position peaked at $365K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on Security Financial Services's 13F filing for Q3 2022, filed 19 Oct 2022.