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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Axxcess Wealth Management's LDSF Position: Q1 2026 in Review

Axxcess Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026, closing a stake of 271,256 shares — an estimated $5.2M sold.

Axxcess Wealth Management first reported a position in LDSF in Q3 2023 and held it in 10 quarters. The position peaked at $6.65M in Q4 2023. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Axxcess Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 271,256 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $5.2M.
  • Axxcess Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2023 and held it in 10 quarters.
  • Axxcess Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $6.65M in Q4 2023.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.