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Atria Wealth Solutions’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-11,142
Closed -$205K – 1845
2022
Q3 		$205K Buy
11,142
+15
+0.1% +$282 ﹤0.01% 1540
2022
Q2 		$208K Sell
11,127
-128
-1% -$2.44K ﹤0.01% 1436
2022
Q1 		$218K Buy
+11,255
New +$222K ﹤0.01% 1533

Other funds holding LDSF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's LDSF Position: Q4 2022 in Review

Atria Wealth Solutions sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2022, closing a stake of 11,142 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in LDSF in Q1 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2022. 61 funds tracked by Wall St. Rank hold LDSF as of Q4 2022.

  • Atria Wealth Solutions reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,142 First Trust Low Duration Strategic Focus ETF shares in Q4 2022, an estimated $205K.
  • Atria Wealth Solutions first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's First Trust Low Duration Strategic Focus ETF position peaked at $218K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.