American Portfolios Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

American Portfolios Advisors’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
2022 Q3	$476K	Sell	25,901 -17	-0.1%	-$320	0.02%	661
2022 Q2	$485K	Sell	25,918 -1,678	-6%	-$32K	0.02%	670
2022 Q1	$536K	Buy	27,596 +4,342	+19%	+$85.6K	0.02%	706
2021 Q4	$465K	Buy	23,254 +2,718	+13%	+$54.5K	0.02%	774
2021 Q3	$414K	Buy	20,536 +3,592	+21%	+$72.6K	0.02%	789
2021 Q2	$344K	Buy	16,944 +3,417	+25%	+$69.3K	0.01%	889
2021 Q1	$274K	Sell	13,527 -508	-4%	-$10.4K	0.01%	899
2020 Q4	$287K	Buy	14,035 +1,450	+12%	+$29.6K	0.01%	758
2020 Q3	$256K	Buy	12,585 +493	+4%	+$10.1K	0.01%	709
2020 Q2	$245K	Buy	12,092 +1,690	+16%	+$34K	0.02%	681
2020 Q1	$204K	Buy	10,402 +4,101	+65%	+$83.4K	0.02%	645
2019 Q4	$129K	Buy	6,301 +4,672	+287%	+$95.9K	0.01%	926
2019 Q3	$33.5K	Buy	+1,629	New	+$33.4K	﹤0.01%	1457

Other funds holding LDSF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

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

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

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

RJFSA

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

American Portfolios Advisors's LDSF Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 0.07% in Q3 2022, selling an estimated $320 and leaving 25,901 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #661.

American Portfolios Advisors first reported a position in LDSF in Q3 2019 and has held it in 13 quarters since. The position peaked at $536K in Q1 2022. 59 funds tracked by Wall St. Rank hold LDSF as of Q3 2022.

American Portfolios Advisors held 25,901 shares of First Trust Low Duration Strategic Focus ETF worth $476K as of Q3 2022.
American Portfolios Advisors sold 17 First Trust Low Duration Strategic Focus ETF shares in Q3 2022, an estimated $320.
First Trust Low Duration Strategic Focus ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #661 holding.
American Portfolios Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $536K in Q1 2022.
59 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.