Axxcess Wealth Management
LDSF icon

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

Axxcess 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
2026
Q3 		– Sell
-255,610
Closed -$4.83M – 1141
2026
Q2 		$4.83M Buy
+255,610
New +$4.85M 0.08% 237
2026
Q1 		– Sell
-271,256
Closed -$5.2M – 732
2025
Q4 		$5.2M Sell
271,256
-12,949
-5% -$248K 0.09% 205
2025
Q3 		$5.43M Buy
284,205
+2,032
+0.7% +$38.7K 0.11% 150
2025
Q2 		$5.36M Sell
282,173
-5,326
-2% -$100K 0.13% 143
2025
Q1 		$5.43M Sell
287,499
-11,065
-4% -$208K 0.14% 126
2024
Q4 		$5.6M Sell
298,564
-1,249
-0.4% -$23.6K 0.13% 129
2024
Q3 		$5.74M Buy
299,813
+11,355
+4% +$216K 0.14% 125
2024
Q2 		$5.39M Buy
288,458
+5,888
+2% +$110K 0.14% 126
2024
Q1 		$5.3M Sell
282,570
-70,485
-20% -$1.32M 0.15% 125
2023
Q4 		$6.65M Buy
353,055
+6,769
+2% +$125K 0.19% 104
2023
Q3 		$6.35M Buy
+346,286
New +$6.39M 0.22% 92

Other funds holding LDSF

Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management's LDSF Position: Q3 2026 in Review

Axxcess Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2026, closing a stake of 255,610 shares — an estimated $4.83M sold.

Axxcess Wealth Management first reported a position in LDSF in Q3 2023 and held it in 11 quarters. The position peaked at $6.65M in Q4 2023. 8 funds tracked by Wall St. Rank hold LDSF as of Q3 2026.

  • Axxcess Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 255,610 First Trust Low Duration Strategic Focus ETF shares in Q3 2026, an estimated $4.83M.
  • Axxcess Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2023 and held it in 11 quarters.
  • Axxcess Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $6.65M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.