Wagner Wealth Management (South Carolina)’s First Trust Securitized Plus ETF DEED Stock Holding History

Wagner Wealth Management (South Carolina)’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	$10.2K	Buy	478 +6	+1%	+$128	﹤0.01%	227
2026 Q1	$10.1K	Buy	472 +5	+1%	+$108	﹤0.01%	224
2025 Q4	$10.1K	Buy	467 +5	+1%	+$108	﹤0.01%	213
2025 Q3	$9.88K	Buy	462 +5	+1%	+$106	﹤0.01%	200
2025 Q2	$9.67K	Buy	457 +4	+0.9%	+$84	﹤0.01%	203
2025 Q1	$9.57K	Buy	453 +5	+1%	+$105	﹤0.01%	194
2024 Q4	$9.26K	Buy	448 +6	+1%	+$126	﹤0.01%	192
2024 Q3	$9.62K	Buy	442 +2	+0.5%	+$43	﹤0.01%	186
2024 Q2	$9.08K	Hold	440	–	–	﹤0.01%	214
2024 Q1	$9.11K	Hold	440	–	–	﹤0.01%	209
2023 Q4	$9.33K	Hold	440	–	–	﹤0.01%	200
2023 Q3	$8.79K	Hold	440	–	–	﹤0.01%	174
2023 Q2	$9.39K	Hold	440	–	–	﹤0.01%	181
2023 Q1	$9.56K	Hold	440	–	–	﹤0.01%	179
2022 Q4	$9.28K	Hold	440	–	–	0.01%	190
2022 Q3	$9K	Hold	440	–	–	0.01%	434
2022 Q2	$10K	Sell	440 -440	-50%	-$10.2K	0.01%	438
2022 Q1	$22K	Buy	+880	New	+$21.9K	0.02%	171

Other funds holding DEED

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DEED Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its First Trust Securitized Plus ETF (DEED) stake by 1.3% in Q2 2026, buying an estimated $128 and bringing the position to 478 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Wagner Wealth Management (South Carolina) first reported a position in DEED in Q1 2022 and has held it in 18 quarters since. The position peaked at $22K in Q1 2022. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Wagner Wealth Management (South Carolina) held 478 shares of First Trust Securitized Plus ETF worth $10.2K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 6 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $128.
First Trust Securitized Plus ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #227 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Securitized Plus ETF in Q1 2022 and has held it in 18 quarters since.
Wagner Wealth Management (South Carolina)'s First Trust Securitized Plus ETF position peaked at $22K in Q1 2022.
34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.