Avantax Advisory Services
LDSF icon

Avantax Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Avantax Advisory Services’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
-15,871
Closed -$324K – 1164
2020
Q3 		$324K Sell
15,871
-2,965
-16% -$60.5K 0.01% 991
2020
Q2 		$378K Sell
18,836
-3,701
-16% -$74.5K 0.01% 557
2020
Q1 		$441K Buy
22,537
+10,193
+83% +$207K 0.01% 468
2019
Q4 		$253K Buy
+12,344
New +$253K 0.01% 690

Other funds holding LDSF

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
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

Avantax Advisory Services's LDSF Position: Q4 2020 in Review

Avantax Advisory Services sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2020, closing a stake of 15,871 shares — an estimated $324K sold.

Avantax Advisory Services first reported a position in LDSF in Q4 2019 and held it in 4 quarters. The position peaked at $441K in Q1 2020. 49 funds tracked by Wall St. Rank hold LDSF as of Q4 2020.

  • Avantax Advisory Services reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 15,871 First Trust Low Duration Strategic Focus ETF shares in Q4 2020, an estimated $324K.
  • Avantax Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 4 quarters.
  • Avantax Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $441K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.