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

Altus Wealth 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
2026 Q1	–	Sell	-10,711	Closed	-$205K	–	149
2025 Q4	$205K	Sell	10,711 -1,378	-11%	-$26.4K	0.08%	135
2025 Q3	$231K	Sell	12,089 -392	-3%	-$7.47K	0.09%	128
2025 Q2	$237K	Sell	12,481 -160	-1%	-$3.02K	0.1%	115
2025 Q1	$239K	Sell	12,641 -18	-0.1%	-$339	0.11%	115
2024 Q4	$238K	Buy	+12,659	New	+$239K	0.11%	127

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAAS

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Altus Wealth Group's LDSF Position: Q1 2026 in Review

Altus Wealth Group sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026, closing a stake of 10,711 shares — an estimated $205K sold.

Altus Wealth Group first reported a position in LDSF in Q4 2024 and held it in 5 quarters. The position peaked at $239K in Q1 2025. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Altus Wealth Group reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2026 after selling out during the quarter.
Altus Wealth Group sold 10,711 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $205K.
Altus Wealth Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and held it in 5 quarters.
Altus Wealth Group's First Trust Low Duration Strategic Focus ETF position peaked at $239K in Q1 2025.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Altus Wealth Group's 13F filing for Q1 2026, filed 27 Apr 2026.