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Aprio Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Aprio Wealth Management’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
2020
Q4 		– Sell
-10,000
Closed -$204K – 58
2020
Q3 		$204K Buy
+10,000
New +$204K 0.14% 65

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 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 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Aprio Wealth Management's LDSF Position: Q4 2020 in Review

Aprio Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2020, closing a stake of 10,000 shares — an estimated $204K sold.

Aprio Wealth Management first reported a position in LDSF in Q3 2020 and held it in 1 quarter. The position peaked at $204K in Q3 2020. 49 funds tracked by Wall St. Rank hold LDSF as of Q4 2020.

  • Aprio Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 10,000 First Trust Low Duration Strategic Focus ETF shares in Q4 2020, an estimated $204K.
  • Aprio Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2020 and held it in 1 quarter.
  • Aprio Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $204K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.