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

Atlas Private 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
2024
Q1 		– Sell
-16,424
Closed -$310K – 145
2023
Q4 		$310K Sell
16,424
-3,970
-19% -$73.3K 0.06% 119
2023
Q3 		$374K Sell
20,394
-9,442
-32% -$174K 0.07% 126
2023
Q2 		$550K Buy
29,836
+15,280
+105% +$284K 0.11% 103
2023
Q1 		$271K Buy
14,556
+272
+2% +$5.06K 0.13% 107
2022
Q4 		$263K Sell
14,284
-17,846
-56% -$329K 0.14% 107
2022
Q3 		$590K Sell
32,130
-182,196
-85% -$3.43M 0.35% 68
2022
Q2 		$4.01M Sell
214,326
-93,425
-30% -$1.78M 2.4% 9
2022
Q1 		$5.97M Sell
307,751
-18,200
-6% -$359K 2.65% 12
2021
Q4 		$6.52M Sell
325,951
-19,771
-6% -$396K 3.02% 6
2021
Q3 		$6.97M Buy
345,722
+60,565
+21% +$1.22M 3.64% 6
2021
Q2 		$5.79M Sell
285,157
-28,855
-9% -$586K 3.13% 8
2021
Q1 		$6.35M Buy
314,012
+29,979
+11% +$611K 3.54% 6
2020
Q4 		$5.81M Buy
284,033
+47,055
+20% +$962K 3.9% 5
2020
Q3 		$4.83M Buy
236,978
+39,186
+20% +$800K 4.03% 3
2020
Q2 		$4.01M Buy
+197,792
New +$3.98M 3.57% 5

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Atlas Private Wealth Advisors's LDSF Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2024, closing a stake of 16,424 shares — an estimated $310K sold.

Atlas Private Wealth Advisors first reported a position in LDSF in Q2 2020 and held it in 15 quarters. The position peaked at $6.97M in Q3 2021. 57 funds tracked by Wall St. Rank hold LDSF as of Q1 2024.

  • Atlas Private Wealth Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2024 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 16,424 First Trust Low Duration Strategic Focus ETF shares in Q1 2024, an estimated $310K.
  • Atlas Private Wealth Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $6.97M in Q3 2021.
  • 57 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.