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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's LDSF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2026: 255,610 shares worth $4.83M. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LDSF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LDSF in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.65M in Q4 2023. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

Axxcess Wealth Management held 255,610 shares of First Trust Low Duration Strategic Focus ETF worth $4.83M as of Q2 2026.
First Trust Low Duration Strategic Focus ETF was a new Axxcess Wealth Management position in Q2 2026.
First Trust Low Duration Strategic Focus ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #237 holding.
Axxcess Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $6.65M in Q4 2023.
56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.