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Arkadios Wealth Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Arkadios Wealth 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
2021
Q2 		– Sell
-1,000
Closed -$20K – 1991
2021
Q1 		$20K Buy
+1,000
New +$20.4K ﹤0.01% 970

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CAAS
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Envestnet Asset Management
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GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Arkadios Wealth Advisors's LDSF Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in LDSF in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 58 funds tracked by Wall St. Rank hold LDSF as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,000 First Trust Low Duration Strategic Focus ETF shares in Q2 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $20K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.