Acorn Financial Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Acorn Financial Advisory Services’s Portfolio LDSF Stock Details LDSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,484	Closed	-$253K	–	230
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%	+$50K	0.06%	183
2022 Q1	$211K	Buy	+10,864	New	+$214K	0.04%	215

Other funds holding LDSF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

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

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return