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TCFG Investment Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

TCFG Investment 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
2026
Q2 		$291K Sell
13,594
-4,708
-26% -$101K 0.1% 215
2026
Q1 		$390K Buy
+18,302
New +$396K 0.15% 154

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
SFP
Strategic Financial Partners Bend, Oregon $265M AUM 20% 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

TCFG Investment Advisors's DEED Position: Q2 2026 in Review

TCFG Investment Advisors reduced its First Trust Securitized Plus ETF (DEED) stake by 26% in Q2 2026, selling an estimated $101K and leaving 13,594 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #215.

TCFG Investment Advisors first reported a position in DEED in Q1 2026 and has held it in 2 quarters since. The position peaked at $390K in Q1 2026. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • TCFG Investment Advisors held 13,594 shares of First Trust Securitized Plus ETF worth $291K as of Q2 2026.
  • TCFG Investment Advisors sold 4,708 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $101K.
  • First Trust Securitized Plus ETF made up 0.1% of TCFG Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • TCFG Investment Advisors first reported a position in First Trust Securitized Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's First Trust Securitized Plus ETF position peaked at $390K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.