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Wealth Advisory Solutions’s First Trust Securitized Plus ETF DEED Stock Holding History

Wealth Advisory Solutions’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
-25,766
Closed -$586K – 136
2022
Q2 		$586K Sell
25,766
-78,684
-75% -$1.82M 0.14% 92
2022
Q1 		$2.52M Buy
+104,450
New +$2.61M 0.52% 55

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

Wealth Advisory Solutions's DEED Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of First Trust Securitized Plus ETF (DEED) in Q3 2022, closing a stake of 25,766 shares — an estimated $586K sold.

Wealth Advisory Solutions first reported a position in DEED in Q1 2022 and held it in 2 quarters. The position peaked at $2.52M in Q1 2022. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

  • Wealth Advisory Solutions reported no remaining First Trust Securitized Plus ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 25,766 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $586K.
  • Wealth Advisory Solutions first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 2 quarters.
  • Wealth Advisory Solutions's First Trust Securitized Plus ETF position peaked at $2.52M in Q1 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.