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Disclosery

DEED FIRST TR EXCHNG TRADED FD VI

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SECUR PLUS ETF (fund)

37 managers (37 13F filers) reported a position in DEED shares at 2025-03-31, 2,706,581 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
16
Reduced
9
Sold out
4
Shares held by filers
2,706,581

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Management992,625$21M1.79%+86,69913F-HRTimeline
Guided Capital Wealth Management, LLC320,145$6.77M5.65%+19,60613F-HRTimeline
NewEdge Advisors, LLC284,801$6.02M0.04%+6,47113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,125$3.36M<0.01%+15,50613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,916$2.83M<0.01%+97,21213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,684$1.96M0.02%+1,57213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,727$1.88M<0.01%+70,18313F-HR/ATimelineGroup
Blackhawk Capital Partners, LLC87,760$1.86M0.96%new13F-HRTimeline
LPL Financial LLC79,957$1.69M<0.01%+6,84313F-HRTimeline
Strategic Financial Partners, Ltd.72,153$1.53M0.8%+57,28113F-HRTimeline
ALTFEST L J & CO INC64,841$1.37M0.17%-2,51313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,352$980K<0.01%new13F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC38,673$818K0.03%-5,26313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,280$704K0.07%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC31,021$656K1.16%+44313F-HRTimeline
Belpointe Asset Management LLC26,722$565K0.03%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,606$562K0.5%-54613F-HRTimeline
Chicago Partners Investment Group LLC22,493$473K0.02%-6,78413F-HRTimeline
Modern Wealth Management, LLC20,022$423K0.01%-32213F-HR/ATimeline
Cambridge Investment Research Advisors,…19,098$404K<0.01%+81813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC17,714$374K0.19%+10313F-HRTimelineGroup
Running Point Capital Advisors, LLC15,892$336K0.11%+1,81913F-HRTimeline
Prepared Retirement Institute LLC13,162$278K0.18%-20513F-HRTimeline
Darwin Wealth Management, LLC8,615$178K0.06%013F-HRTimeline
Geneos Wealth Management Inc.3,000$63.4K<0.01%+1,60013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,450$51.8K<0.01%+18813F-HRTimeline
UBS Group AGin group UBS Group AG1,447$30.6K<0.01%-34413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY808$17.1K<0.01%-113F-HRTimelineGroup
Park Square Financial Group, LLC803$17K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.634$13.4K<0.01%-38513F-HRTimelineGroup
Wagner Wealth Management, LLC453$9.57K<0.01%+513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…306$6.48K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.150$3.17K<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/78$1.65K<0.01%new13F-HRTimelineGroup
Davis Capital Management67$1.42K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.