Truist Financial
DEED icon

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

Truist 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
Q2 		– Sell
-8,947
Closed -$216K – 2661
2022
Q1 		$216K Buy
+8,947
New +$223K ﹤0.01% 2501
2021
Q3 		– Sell
-74,677
Closed -$1.94M – 2727
2021
Q2 		$1.94M Buy
+74,677
New +$1.94M ﹤0.01% 1302

Other funds holding DEED

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's DEED Position: Q2 2022 in Review

Truist Financial sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 8,947 shares — an estimated $216K sold.

Truist Financial first reported a position in DEED in Q2 2021 and held it in 2 quarters. The position peaked at $1.94M in Q2 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

  • Truist Financial reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 8,947 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $216K.
  • Truist Financial first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 2 quarters.
  • Truist Financial's First Trust Securitized Plus ETF position peaked at $1.94M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.