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Advisor Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Advisor Group’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
2019
Q4 		$1.26M Buy
61,294
+14,299
+30% +$293K 0.01% 1062
2019
Q3 		$965K Buy
+46,995
New +$964K 0.01% 1159

Other funds holding LDSF

TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Advisor Group's LDSF Position: Q4 2019 in Review

Advisor Group increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 30% in Q4 2019, buying an estimated $293K and bringing the position to 61,294 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1062.

Advisor Group first reported a position in LDSF in Q3 2019 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LDSF as of Q4 2019.

  • Advisor Group held 61,294 shares of First Trust Low Duration Strategic Focus ETF worth $1.26M as of Q4 2019.
  • Advisor Group bought 14,299 First Trust Low Duration Strategic Focus ETF shares in Q4 2019, an estimated $293K.
  • First Trust Low Duration Strategic Focus ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1062 holding.
  • Advisor Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.