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

Advisory Services Network’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	-1,856	Closed	-$35K	–	2684
2023 Q4	$35K	Buy	+1,856	New	+$34.3K	﹤0.01%	2215
2023 Q2	–	Sell	-2,566	Closed	-$47.8K	–	2665
2023 Q1	$47.8K	Hold	2,566	–	–	﹤0.01%	2042
2022 Q4	$47.3K	Buy	+2,566	New	+$47.3K	﹤0.01%	2001
2021 Q3	–	Sell	-3,365	Closed	-$68K	–	2433
2021 Q2	$68K	Buy	+3,365	New	+$68.3K	﹤0.01%	1828
2021 Q1	–	Sell	-3,365	Closed	-$69K	–	2236
2020 Q4	$69K	Hold	3,365	–	–	﹤0.01%	1512
2020 Q3	$69K	Buy	+3,365	New	+$68.7K	﹤0.01%	1422
2020 Q2	–	Sell	-3,365	Closed	-$66K	–	1992
2020 Q1	$66K	Hold	3,365	–	–	﹤0.01%	1247
2019 Q4	$69K	Buy	3,365 +244	+8%	+$5.01K	﹤0.01%	1341
2019 Q3	$64K	Hold	3,121	–	–	﹤0.01%	1260
2019 Q2	$64K	Sell	3,121 -1,350	-30%	-$27.6K	﹤0.01%	1258
2019 Q1	$91K	Buy	+4,471	New	+$90.9K	0.01%	1022

Other funds holding LDSF

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

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

CAAS

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

AWM

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

KDA

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

PAG

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

DADC

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

Advisory Services Network's LDSF Position: Q1 2024 in Review

Advisory Services Network sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2024, closing a stake of 1,856 shares — an estimated $35K sold.

Advisory Services Network first reported a position in LDSF in Q1 2019 and held it in 11 quarters. The position peaked at $91K in Q1 2019. 57 funds tracked by Wall St. Rank hold LDSF as of Q1 2024.

Advisory Services Network reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,856 First Trust Low Duration Strategic Focus ETF shares in Q1 2024, an estimated $35K.
Advisory Services Network first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2019 and held it in 11 quarters.
Advisory Services Network's First Trust Low Duration Strategic Focus ETF position peaked at $91K in Q1 2019.
57 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.