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

TrustCore Financial Services’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
2021
Q4 		– Sell
-1,000
Closed -$26K – 954
2021
Q3 		$26K Buy
+1,000
New +$26K ﹤0.01% 594

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DWM
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LPL Financial
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GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

TrustCore Financial Services's DEED Position: Q4 2021 in Review

TrustCore Financial Services sold out of First Trust Securitized Plus ETF (DEED) in Q4 2021, closing a stake of 1,000 shares — an estimated $26K sold.

TrustCore Financial Services first reported a position in DEED in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 64 funds tracked by Wall St. Rank hold DEED as of Q4 2021.

  • TrustCore Financial Services reported no remaining First Trust Securitized Plus ETF position as of Q4 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 1,000 First Trust Securitized Plus ETF shares in Q4 2021, an estimated $26K.
  • TrustCore Financial Services first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 1 quarter.
  • TrustCore Financial Services's First Trust Securitized Plus ETF position peaked at $26K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.