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Strategic Financial Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

Strategic Financial Partners’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
2026
Q2 		$1.79M Buy
83,760
+4,072
+5% +$87K 0.68% 35
2026
Q1 		$1.7M Buy
79,688
+7,170
+10% +$155K 0.73% 24
2025
Q4 		$1.57M Sell
72,518
-733
-1% -$15.8K 0.68% 30
2025
Q3 		$1.57M Buy
73,251
+5,329
+8% +$113K 0.72% 30
2025
Q2 		$1.44M Sell
67,922
-4,231
-6% -$88.6K 0.67% 30
2025
Q1 		$1.53M Buy
72,153
+57,281
+385% +$1.2M 0.8% 23
2024
Q4 		$308K Buy
14,872
+107
+0.7% +$2.25K 0.16% 57
2024
Q3 		$321K Buy
14,765
+164
+1% +$3.5K 0.16% 57
2024
Q2 		$301K Sell
14,601
-4,146
-22% -$84.9K 0.17% 56
2024
Q1 		$388K Sell
18,747
-3,496
-16% -$72.6K 0.21% 52
2023
Q4 		$472K Sell
22,243
-11
-0% -$222 0.27% 44
2023
Q3 		$445K Buy
22,254
+160
+0.7% +$3.32K 0.27% 45
2023
Q2 		$472K Buy
22,094
+82
+0.4% +$1.77K 0.27% 46
2023
Q1 		$478K Sell
22,012
-811
-4% -$17.5K 0.29% 43
2022
Q4 		$481K Sell
22,823
-7
-0% -$148 0.29% 43
2022
Q3 		$490K Sell
22,830
-1,305
-5% -$29.6K 0.31% 36
2022
Q2 		$549K Sell
24,135
-1,095
-4% -$25.4K 0.32% 37
2022
Q1 		$609K Sell
25,230
-5,426
-18% -$135K 0.31% 39
2021
Q4 		$788K Buy
30,656
+221
+0.7% +$5.71K 0.39% 36
2021
Q3 		$790K Buy
30,435
+6,430
+27% +$167K 0.42% 32
2021
Q2 		$623K Buy
+24,005
New +$622K 0.34% 39

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Strategic Financial Partners's DEED Position: Q2 2026 in Review

Strategic Financial Partners increased its First Trust Securitized Plus ETF (DEED) stake by 5.1% in Q2 2026, buying an estimated $87K and bringing the position to 83,760 shares worth $1.79M. The position accounts for 0.68% of the portfolio, ranked #35.

Strategic Financial Partners first reported a position in DEED in Q2 2021 and has held it in 21 quarters since. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Strategic Financial Partners held 83,760 shares of First Trust Securitized Plus ETF worth $1.79M as of Q2 2026.
  • Strategic Financial Partners bought 4,072 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $87K.
  • First Trust Securitized Plus ETF made up 0.68% of Strategic Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Strategic Financial Partners first reported a position in First Trust Securitized Plus ETF in Q2 2021 and has held it in 21 quarters since.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.