Twin Peaks Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Twin Peaks Wealth 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 Q1	$10.9K	Buy	+513	New	+$11.1K	﹤0.01%	1015
2025 Q3	–	Sell	-2,030	Closed	-$43K	–	647
2025 Q2	$43K	Buy	+2,030	New	+$42.5K	0.01%	376

Other funds holding DEED

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $377B AUM 19.32% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 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 $893B AUM 36.07% 1-Year Est. Return

Twin Peaks Wealth Advisors's DEED Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Securitized Plus ETF (DEED) in Q1 2026: 513 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DEED as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DEED in Q2 2025 and has held it in 2 quarters since. The position peaked at $43K in Q2 2025. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2026.

Twin Peaks Wealth Advisors held 513 shares of First Trust Securitized Plus ETF worth $10.9K as of Q1 2026.
First Trust Securitized Plus ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Securitized Plus ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1015 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's First Trust Securitized Plus ETF position peaked at $43K in Q2 2025.
36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.