AWM
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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return