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

TCFG 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
2026 Q1	$390K	Buy	18,302 +51	+0.3%	+$1.1K	0.15%	154
2025 Q4	$394K	Buy	18,251 +592	+3%	+$12.8K	0.15%	162
2025 Q3	$378K	Sell	17,659 -55	-0.3%	-$1.17K	0.15%	173
2025 Q2	$374K	Hold	17,714	–	–	0.17%	163
2025 Q1	$374K	Buy	17,714 +103	+0.6%	+$2.16K	0.19%	138
2024 Q4	$364K	Sell	17,611 -1,644	-9%	-$34.5K	0.18%	135
2024 Q3	$419K	Buy	+19,255	New	+$411K	0.21%	116

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TCFG Wealth Management's DEED Position: Q1 2026 in Review

TCFG Wealth Management increased its First Trust Securitized Plus ETF (DEED) stake by 0.28% in Q1 2026, buying an estimated $1.1K and bringing the position to 18,302 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #154.

TCFG Wealth Management first reported a position in DEED in Q3 2024 and has held it in 7 quarters since. The position peaked at $419K in Q3 2024. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2026.

TCFG Wealth Management held 18,302 shares of First Trust Securitized Plus ETF worth $390K as of Q1 2026.
TCFG Wealth Management bought 51 First Trust Securitized Plus ETF shares in Q1 2026, an estimated $1.1K.
First Trust Securitized Plus ETF made up 0.15% of TCFG Wealth Management's portfolio in Q1 2026, its #154 holding.
TCFG Wealth Management first reported a position in First Trust Securitized Plus ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Securitized Plus ETF position peaked at $419K in Q3 2024.
36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.