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Wedbush Securities’s First Trust Securitized Plus ETF DEED Stock Holding History

Wedbush Securities’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
2021
Q4 		– Sell
-22,691
Closed -$589K – 1187
2021
Q3 		$589K Sell
22,691
-52,950
-70% -$1.38M 0.03% 533
2021
Q2 		$1.96M Buy
75,641
+56,096
+287% +$1.45M 0.09% 195
2021
Q1 		$503K Buy
+19,545
New +$505K 0.03% 581

Other funds holding DEED

PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Wedbush Securities's DEED Position: Q4 2021 in Review

Wedbush Securities sold out of First Trust Securitized Plus ETF (DEED) in Q4 2021, closing a stake of 22,691 shares — an estimated $589K sold.

Wedbush Securities first reported a position in DEED in Q1 2021 and held it in 3 quarters. The position peaked at $1.96M in Q2 2021. 64 funds tracked by Wall St. Rank hold DEED as of Q4 2021.

  • Wedbush Securities reported no remaining First Trust Securitized Plus ETF position as of Q4 2021 after selling out during the quarter.
  • Wedbush Securities sold 22,691 First Trust Securitized Plus ETF shares in Q4 2021, an estimated $589K.
  • Wedbush Securities first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 3 quarters.
  • Wedbush Securities's First Trust Securitized Plus ETF position peaked at $1.96M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2021.

Based on Wedbush Securities's 13F filing for Q4 2021, filed 13 Jan 2022.