Axxcess Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
282,173
-5,326
| -2% | -$101K | 0.13% | 142 |
|
|
2025
Q1 | $5.43M | Sell |
287,499
-11,065
| -4% | -$209K | 0.14% | 125 |
|
|
2024
Q4 | $5.6M | Sell |
298,564
-1,249
| -0.4% | -$23.4K | 0.13% | 128 |
|
|
2024
Q3 | $5.74M | Buy |
299,813
+11,355
| +4% | +$218K | 0.14% | 124 |
|
|
2024
Q2 | $5.39M | Buy |
288,458
+5,888
| +2% | +$110K | 0.14% | 125 |
|
|
2024
Q1 | $5.3M | Sell |
282,570
-70,485
| -20% | -$1.32M | 0.15% | 123 |
|
|
2023
Q4 | $6.65M | Buy |
353,055
+6,769
| +2% | +$128K | 0.19% | 103 |
|
|
2023
Q3 | $6.35M | Buy |
+346,286
| New | +$6.35M | 0.22% | 92 |
|