Acorn Financial Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,484
| Closed | -$253K | – | 229 |
|
|
2023
Q4 | $253K | Hold |
13,484
| – | – | 0.04% | 215 |
|
|
2023
Q3 | $246K | Hold |
13,484
| – | – | 0.04% | 212 |
|
|
2023
Q2 | $249K | Hold |
13,484
| – | – | 0.04% | 216 |
|
|
2023
Q1 | $251K | Hold |
13,484
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $249K | Hold |
13,484
| – | – | 0.05% | 186 |
|
|
2022
Q3 | $247K | Hold |
13,484
| – | – | 0.06% | 181 |
|
|
2022
Q2 | $252K | Buy |
13,484
+2,620
| +24% | +$49K | 0.06% | 183 |
|
|
2022
Q1 | $211K | Buy |
+10,864
| New | +$211K | 0.04% | 215 |
|