Spire Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Spire Wealth 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
2023 Q1	–	Sell	-309	Closed	-$7K	–	2498
2022 Q4	$7K	Buy	+309	New	+$6.54K	﹤0.01%	1725
2022 Q3	–	Sell	-309	Closed	-$7K	–	2262
2022 Q2	$7K	Sell	309 -11,281	-97%	-$262K	﹤0.01%	2018
2022 Q1	$280K	Buy	11,590 +65	+0.6%	+$1.62K	0.01%	746
2021 Q4	$296K	Buy	11,525 +1,384	+14%	+$35.7K	0.01%	910
2021 Q3	$263K	Buy	10,141 +42	+0.4%	+$1.09K	0.01%	811
2021 Q2	$262K	Buy	+10,099	New	+$262K	0.01%	832

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

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Spire Wealth Management's DEED Position: Q1 2023 in Review

Spire Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 309 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in DEED in Q2 2021 and held it in 6 quarters. The position peaked at $296K in Q4 2021. 53 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

Spire Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 309 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $7K.
Spire Wealth Management first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 6 quarters.
Spire Wealth Management's First Trust Securitized Plus ETF position peaked at $296K in Q4 2021.
53 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.