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WCG Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

WCG Wealth 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
2022
Q3 		– Sell
-10,703
Closed -$243K – 289
2022
Q2 		$243K Buy
+10,703
New +$248K 0.03% 234

Other funds holding DEED

Cerity Partners
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
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG Wealth Advisors's DEED Position: Q3 2022 in Review

WCG Wealth Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q3 2022, closing a stake of 10,703 shares — an estimated $243K sold.

WCG Wealth Advisors first reported a position in DEED in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

  • WCG Wealth Advisors reported no remaining First Trust Securitized Plus ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,703 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $243K.
  • WCG Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's First Trust Securitized Plus ETF position peaked at $243K in Q2 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.