Sigma Planning Corp’s First Trust Securitized Plus ETF DEED Stock Holding History

Sigma Planning Corp’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
2023 Q3	–	Sell	-24,508	Closed	-$523K	–	1220
2023 Q2	$523K	Sell	24,508 -117	-0.5%	-$2.52K	0.02%	718
2023 Q1	$535K	Sell	24,625 -77	-0.3%	-$1.66K	0.02%	764
2022 Q4	$521K	Sell	24,702 -5,374	-18%	-$114K	0.02%	746
2022 Q3	$646K	Sell	30,076 -551	-2%	-$12.5K	0.02%	630
2022 Q2	$696K	Buy	+30,627	New	+$710K	0.02%	617
2022 Q1	–	Sell	-9,108	Closed	-$234K	–	1392
2021 Q4	$234K	Buy	+9,108	New	+$235K	0.01%	1208

Other funds holding DEED

DWM

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

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

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

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sigma Planning Corp's DEED Position: Q3 2023 in Review

Sigma Planning Corp sold out of First Trust Securitized Plus ETF (DEED) in Q3 2023, closing a stake of 24,508 shares — an estimated $523K sold.

Sigma Planning Corp first reported a position in DEED in Q4 2021 and held it in 6 quarters. The position peaked at $696K in Q2 2022. 38 funds tracked by Wall St. Rank hold DEED as of Q3 2023.

Sigma Planning Corp reported no remaining First Trust Securitized Plus ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 24,508 First Trust Securitized Plus ETF shares in Q3 2023, an estimated $523K.
Sigma Planning Corp first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 6 quarters.
Sigma Planning Corp's First Trust Securitized Plus ETF position peaked at $696K in Q2 2022.
38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.