Snowden Capital Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Snowden Capital Advisors’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	-12,300	Closed	-$263K	–	1077
2023 Q2	$263K	Sell	12,300 -4,497	-27%	-$96.9K	0.01%	1007
2023 Q1	$365K	Sell	16,797 -1,883	-10%	-$40.7K	0.01%	863
2022 Q4	$394K	Buy	18,680 +46	+0.2%	+$973	0.02%	815
2022 Q3	$400K	Sell	18,634 -6,897	-27%	-$157K	0.02%	747
2022 Q2	$580K	Sell	25,531 -136,401	-84%	-$3.16M	0.03%	570
2022 Q1	$3.91M	Buy	161,932 +22,749	+16%	+$567K	0.16%	177
2021 Q4	$3.58M	Buy	139,183 +7,803	+6%	+$201K	0.18%	170
2021 Q3	$3.41M	Buy	+131,380	New	+$3.42M	0.17%	175

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Snowden Capital Advisors's DEED Position: Q3 2023 in Review

Snowden Capital Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q3 2023, closing a stake of 12,300 shares — an estimated $263K sold.

Snowden Capital Advisors first reported a position in DEED in Q3 2021 and held it in 8 quarters. The position peaked at $3.91M in Q1 2022. 37 funds tracked by Wall St. Rank hold DEED as of Q3 2023.

Snowden Capital Advisors reported no remaining First Trust Securitized Plus ETF position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 12,300 First Trust Securitized Plus ETF shares in Q3 2023, an estimated $263K.
Snowden Capital Advisors first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 8 quarters.
Snowden Capital Advisors's First Trust Securitized Plus ETF position peaked at $3.91M in Q1 2022.
37 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.