Weaver Consulting Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-1,000	Closed	-$26K	–	310
2020 Q3	$26K	Buy	+1,000	New	+$25.8K	0.02%	361

Other funds holding DEED

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Weaver Consulting Group's DEED Position: Q4 2020 in Review

Weaver Consulting Group sold out of First Trust Securitized Plus ETF (DEED) in Q4 2020, closing a stake of 1,000 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in DEED in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 8 funds tracked by Wall St. Rank hold DEED as of Q4 2020.

Weaver Consulting Group reported no remaining First Trust Securitized Plus ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,000 First Trust Securitized Plus ETF shares in Q4 2020, an estimated $26K.
Weaver Consulting Group first reported a position in First Trust Securitized Plus ETF in Q3 2020 and held it in 1 quarter.
Weaver Consulting Group's First Trust Securitized Plus ETF position peaked at $26K in Q3 2020.
8 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.