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Disclosery

DEED FIRST TR EXCHNG TRADED FD VI

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SECUR PLUS ETF (fund)

38 managers (38 13F filers) reported a position in DEED shares at 2024-12-31, 2,456,952 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
11
Reduced
12
Sold out
1
Shares held by filers
2,456,952

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GDS Wealth Management905,926$18.7M1.71%+98,14013F-HRTimeline
Guided Capital Wealth Management, LLC300,539$6.22M5.7%13F-HRTimeline
NewEdge Advisors, LLC278,330$5.76M0.03%-15,56613F-HRTimeline
Legacy CG, LLC239,234$4.95M1.52%-35913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,619$2.97M<0.01%13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.91,112$1.88M0.02%+10,66113F-HRTimelineGroup
LPL Financial LLC73,114$1.51M<0.01%-1,02713F-HRTimeline
ALTFEST L J & CO INC67,354$1.39M0.18%-95313F-HRTimeline
Ashton Thomas Private Wealth, LLC43,936$909K0.04%+16,24213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,704$759K<0.01%+26,56813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC33,280$688K0.07%+3,89913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC30,578$632K1.1%13F-HRTimeline
Chicago Partners Investment Group LLC29,277$602K0.02%-29,68413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,152$562K0.52%13F-HRTimeline
Modern Wealth Management, LLC20,344$421K0.02%-24013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,544$383K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,280$378K<0.01%+71313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC17,611$364K0.18%-1,64413F-HRTimelineGroup
Strategic Financial Partners, Ltd.14,872$308K0.16%+10713F-HRTimeline
Running Point Capital Advisors, LLC14,073$291K0.1%+11513F-HRTimeline
Prepared Retirement Institute LLC13,367$276K0.16%-1,72913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,764$264K<0.01%-25,85113F-HRTimelineGroup
Darwin Wealth Management, LLC8,615$178K0.06%-1,08413F-HR/ATimeline
GeoWealth Management, LLC4,815$99.6K<0.01%-1,08313F-HRTimeline
Coppell Advisory Solutions LLC2,216$47.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,262$46.8K<0.01%-1,66313F-HRTimeline
AlphaMark Advisors, LLC2,240$46K0.02%+4013F-HRTimeline
UBS Group AGin group UBS Group AG1,791$37K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,400$29K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,019$21.1K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY809$16.7K<0.01%+80813F-HR/ATimelineGroup
Park Square Financial Group, LLC803$16.6K0.01%13F-HRTimeline
Wagner Wealth Management, LLC448$9.26K<0.01%+613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…306$6.33K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.150$3.1K<0.01%13F-HRTimeline
Davis Capital Management67$1.39K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.