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Walkner Condon Financial Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Walkner Condon Financial Advisors’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
2024
Q1 		– Sell
-68,770
Closed -$1.46M – 267
2023
Q4 		$1.46M Sell
68,770
-256,306
-79% -$5.18M 0.33% 76
2023
Q3 		$6.49M Sell
325,076
-426
-0.1% -$8.84K 1.72% 13
2023
Q2 		$6.95M Buy
325,502
+8,565
+3% +$185K 1.84% 14
2023
Q1 		$6.88M Buy
316,937
+11,547
+4% +$249K 1.93% 14
2022
Q4 		$6.44M Sell
305,390
-4,962
-2% -$105K 1.93% 16
2022
Q3 		$6.66M Buy
310,352
+8,461
+3% +$192K 2.15% 12
2022
Q2 		$6.86M Buy
301,891
+11,478
+4% +$266K 2.15% 11
2022
Q1 		$7.01M Buy
290,413
+281,951
+3,332% +$7.03M 1.99% 11
2021
Q4 		$217K Sell
8,462
-255,705
-97% -$6.6M 0.14% 112
2021
Q3 		$6.84M Buy
264,167
+17,214
+7% +$448K 3.37% 6
2021
Q2 		$6.39M Buy
246,953
+131,351
+114% +$3.41M 2.34% 12
2021
Q1 		$2.98M Buy
+115,602
New +$2.99M 1.16% 23

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LJAC
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Walkner Condon Financial Advisors's DEED Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q1 2024, closing a stake of 68,770 shares — an estimated $1.46M sold.

Walkner Condon Financial Advisors first reported a position in DEED in Q1 2021 and held it in 12 quarters. The position peaked at $7.01M in Q1 2022. 34 funds tracked by Wall St. Rank hold DEED as of Q1 2024.

  • Walkner Condon Financial Advisors reported no remaining First Trust Securitized Plus ETF position as of Q1 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 68,770 First Trust Securitized Plus ETF shares in Q1 2024, an estimated $1.46M.
  • Walkner Condon Financial Advisors first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 12 quarters.
  • Walkner Condon Financial Advisors's First Trust Securitized Plus ETF position peaked at $7.01M in Q1 2022.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.