UBS Group
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UBS Group’s First Trust Securitized Plus ETF DEED Stock Holding History

UBS Group’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
Q2 		– Sell
-2,236
Closed -$47.7K – 10550
2026
Q1 		$47.7K Buy
+2,236
New +$48.4K ﹤0.01% 7399
2025
Q4 		– Sell
-1,426
Closed -$30.5K – 10619
2025
Q3 		$30.5K Buy
1,426
+1,417
+15,744% +$30K ﹤0.01% 7886
2025
Q2 		$190 Sell
9
-1,438
-99% -$30.1K ﹤0.01% 9935
2025
Q1 		$30.6K Sell
1,447
-344
-19% -$7.2K ﹤0.01% 7930
2024
Q4 		$37K Buy
+1,791
New +$37.6K ﹤0.01% 7490
2024
Q3 		– Sell
-5,799
Closed -$120K – 9587
2024
Q2 		$120K Buy
5,799
+5,013
+638% +$103K ﹤0.01% 6050
2024
Q1 		$16.3K Buy
786
+781
+15,620% +$16.2K ﹤0.01% 7011
2023
Q4 		$106 Sell
5
-2,590
-100% -$52.3K ﹤0.01% 8924
2023
Q3 		$51.8K Buy
+2,595
New +$53.9K ﹤0.01% 6271
2023
Q2 		– Sell
-4,205
Closed -$91.3K – 9029
2023
Q1 		$91.3K Buy
4,205
+1,700
+68% +$36.7K ﹤0.01% 5971
2022
Q4 		$52.8K Sell
2,505
-1,210
-33% -$25.6K ﹤0.01% 6725
2022
Q3 		$80K Buy
+3,715
New +$84.4K ﹤0.01% 5903
2022
Q2 		– Sell
-2,970
Closed -$72K – 10414
2022
Q1 		$72K Buy
2,970
+2,232
+302% +$55.7K ﹤0.01% 6146
2021
Q4 		$19K Sell
738
-2,264
-75% -$58.5K ﹤0.01% 7894
2021
Q3 		$78K Buy
+3,002
New +$78.1K ﹤0.01% 6004

Other funds holding DEED

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Strategic Financial Partners
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's DEED Position: Q2 2026 in Review

UBS Group sold out of First Trust Securitized Plus ETF (DEED) in Q2 2026, closing a stake of 2,236 shares — an estimated $47.7K sold.

UBS Group first reported a position in DEED in Q3 2021 and held it in 15 quarters. The position peaked at $120K in Q2 2024. 33 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • UBS Group reported no remaining First Trust Securitized Plus ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 2,236 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $47.7K.
  • UBS Group first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 15 quarters.
  • UBS Group's First Trust Securitized Plus ETF position peaked at $120K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.