USAdvisors Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

USAdvisors Wealth Management’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
2022 Q4	–	Sell	-189,226	Closed	-$4.06M	–	115
2022 Q3	$4.06M	Buy	189,226 +946	+0.5%	+$21.5K	2.08%	17
2022 Q2	$4.28M	Sell	188,280 -17,664	-9%	-$410K	2.15%	17
2022 Q1	$4.97M	Sell	205,944 -19,279	-9%	-$481K	2.12%	17
2021 Q4	$5.79M	Buy	+225,223	New	+$5.82M	2.36%	16

Other funds holding DEED

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

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

USAdvisors Wealth Management's DEED Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q4 2022, closing a stake of 189,226 shares — an estimated $4.06M sold.

USAdvisors Wealth Management first reported a position in DEED in Q4 2021 and held it in 4 quarters. The position peaked at $5.79M in Q4 2021. 65 funds tracked by Wall St. Rank hold DEED as of Q4 2022.

USAdvisors Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q4 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 189,226 First Trust Securitized Plus ETF shares in Q4 2022, an estimated $4.06M.
USAdvisors Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 4 quarters.
USAdvisors Wealth Management's First Trust Securitized Plus ETF position peaked at $5.79M in Q4 2021.
65 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.