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

Advisory Resource 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
2021 Q3	–	Sell	-139,381	Closed	-$2.83M	–	150
2021 Q2	$2.83M	Buy	139,381 +52,424	+60%	+$1.06M	1.13%	20
2021 Q1	$1.76M	Sell	86,957 -25,106	-22%	-$512K	0.82%	36
2020 Q4	$2.29M	Buy	112,063 +7,648	+7%	+$156K	1.14%	17
2020 Q3	$2.13M	Buy	104,415 +7,481	+8%	+$153K	1.25%	17
2020 Q2	$1.97M	Buy	96,934 +24,468	+34%	+$493K	1.21%	13
2020 Q1	$1.42M	Sell	72,466 -29,659	-29%	-$603K	1.09%	16
2019 Q4	$2.09M	Buy	+102,125	New	+$2.1M	1.18%	14

Other funds holding LDSF

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAAS

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

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

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

Advisory Resource Group's LDSF Position: Q3 2021 in Review

Advisory Resource Group sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2021, closing a stake of 139,381 shares — an estimated $2.83M sold.

Advisory Resource Group first reported a position in LDSF in Q4 2019 and held it in 7 quarters. The position peaked at $2.83M in Q2 2021. 52 funds tracked by Wall St. Rank hold LDSF as of Q3 2021.

Advisory Resource Group reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2021 after selling out during the quarter.
Advisory Resource Group sold 139,381 First Trust Low Duration Strategic Focus ETF shares in Q3 2021, an estimated $2.83M.
Advisory Resource Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 7 quarters.
Advisory Resource Group's First Trust Low Duration Strategic Focus ETF position peaked at $2.83M in Q2 2021.
52 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.