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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

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.