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Silver Oak Securities’s First Trust Securitized Plus ETF DEED Stock Holding History

Silver Oak Securities’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
Q2 		– Sell
-9,577
Closed -$208K – 435
2023
Q1 		$208K Sell
9,577
-91
-0.9% -$1.97K 0.03% 369
2022
Q4 		$204K Buy
+9,668
New +$204K 0.04% 282
2022
Q3 		– Sell
-33,516
Closed -$772K – 453
2022
Q2 		$772K Sell
33,516
-6,675
-17% -$155K 0.17% 99
2022
Q1 		$954K Buy
+40,191
New +$1M 0.19% 110

Other funds holding DEED

DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Silver Oak Securities's DEED Position: Q2 2023 in Review

Silver Oak Securities sold out of First Trust Securitized Plus ETF (DEED) in Q2 2023, closing a stake of 9,577 shares — an estimated $208K sold.

Silver Oak Securities first reported a position in DEED in Q1 2022 and held it in 4 quarters. The position peaked at $954K in Q1 2022. 45 funds tracked by Wall St. Rank hold DEED as of Q2 2023.

  • Silver Oak Securities reported no remaining First Trust Securitized Plus ETF position as of Q2 2023 after selling out during the quarter.
  • Silver Oak Securities sold 9,577 First Trust Securitized Plus ETF shares in Q2 2023, an estimated $208K.
  • Silver Oak Securities first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 4 quarters.
  • Silver Oak Securities's First Trust Securitized Plus ETF position peaked at $954K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.