B. Riley Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

B. Riley 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
2022 Q1	–	Sell	-35,653	Closed	-$713K	–	661
2021 Q4	$713K	Sell	35,653 -82,921	-70%	-$1.66M	0.05%	276
2021 Q3	$2.39M	Buy	118,574 +35,826	+43%	+$724K	0.18%	114
2021 Q2	$1.68M	Sell	82,748 -12,500	-13%	-$254K	0.19%	119
2021 Q1	$1.93M	Buy	+95,248	New	+$1.94M	0.23%	101

Other funds holding LDSF

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

B. Riley Wealth Management's LDSF Position: Q1 2022 in Review

B. Riley Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2022, closing a stake of 35,653 shares — an estimated $713K sold.

B. Riley Wealth Management first reported a position in LDSF in Q1 2021 and held it in 4 quarters. The position peaked at $2.39M in Q3 2021. 62 funds tracked by Wall St. Rank hold LDSF as of Q1 2022.

B. Riley Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 35,653 First Trust Low Duration Strategic Focus ETF shares in Q1 2022, an estimated $713K.
B. Riley Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and held it in 4 quarters.
B. Riley Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $2.39M in Q3 2021.
62 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.