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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return