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U.S. Capital Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-204
Closed -$4.3K – 837
2022
Q4 		$4.3K Buy
+204
New +$4.31K ﹤0.01% 1406

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
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

U.S. Capital Wealth Advisors's DEED Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 204 shares — an estimated $4.3K sold.

U.S. Capital Wealth Advisors first reported a position in DEED in Q4 2022 and held it in 1 quarter. The position peaked at $4.3K in Q4 2022. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 204 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $4.3K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust Securitized Plus ETF position peaked at $4.3K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.