UBS Group
DEED icon

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
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 +$84.3K ﹤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

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return
LPL Financial
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 $935M AUM 27.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return