Vise Technologies
DEED icon

Vise Technologies’s First Trust Securitized Plus ETF DEED Stock Holding History

Vise Technologies’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
Q3 		$2M Sell
98,500
-442
-0.4% -$9.3K 0.02% 650
2026
Q2 		$2.12M Buy
+98,942
New +$2.11M 0.02% 518

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Guided Capital Wealth Management
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NewEdge Advisors
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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 $270M AUM 11.71% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Vise Technologies's DEED Position: Q3 2026 in Review

Vise Technologies reduced its First Trust Securitized Plus ETF (DEED) stake by 0.45% in Q3 2026, selling an estimated $9.3K and leaving 98,500 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #650.

Vise Technologies first reported a position in DEED in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.12M in Q2 2026. 27 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

  • Vise Technologies held 98,500 shares of First Trust Securitized Plus ETF worth $2M as of Q3 2026.
  • Vise Technologies sold 442 First Trust Securitized Plus ETF shares in Q3 2026, an estimated $9.3K.
  • First Trust Securitized Plus ETF made up 0.02% of Vise Technologies's portfolio in Q3 2026, its #650 holding.
  • Vise Technologies first reported a position in First Trust Securitized Plus ETF in Q2 2026 and has held it in 2 quarters since.
  • Vise Technologies's First Trust Securitized Plus ETF position peaked at $2.12M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.