Sterling Manor Financial’s First Trust Securitized Plus ETF DEED Stock Holding History

Sterling Manor Financial’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
2022 Q3	–	Sell	-15,014	Closed	-$341K	–	52
2022 Q2	$341K	Sell	15,014 -6,560	-30%	-$152K	0.42%	37
2022 Q1	$521K	Sell	21,574 -151,145	-88%	-$3.77M	0.42%	38
2021 Q4	$4.44M	Sell	172,719 -1,092	-0.6%	-$28.2K	3.46%	9
2021 Q3	$4.51M	Buy	173,811 +142,587	+457%	+$3.71M	3.76%	10
2021 Q2	$810K	Buy	+31,224	New	+$809K	0.65%	30

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

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

WCFA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

Sterling Manor Financial's DEED Position: Q3 2022 in Review

Sterling Manor Financial sold out of First Trust Securitized Plus ETF (DEED) in Q3 2022, closing a stake of 15,014 shares — an estimated $341K sold.

Sterling Manor Financial first reported a position in DEED in Q2 2021 and held it in 5 quarters. The position peaked at $4.51M in Q3 2021. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

Sterling Manor Financial reported no remaining First Trust Securitized Plus ETF position as of Q3 2022 after selling out during the quarter.
Sterling Manor Financial sold 15,014 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $341K.
Sterling Manor Financial first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 5 quarters.
Sterling Manor Financial's First Trust Securitized Plus ETF position peaked at $4.51M in Q3 2021.
61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on Sterling Manor Financial's 13F filing for Q3 2022, filed 12 Oct 2022.