Barrett & Company’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Barrett & Company’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	$407K	Buy	+21,525	New	+$411K	0.14%	93

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

Barrett & Company's LDSF Position: Q1 2026 in Review

Barrett & Company opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026: 21,525 shares worth $407K. The stake represents 0.14% of the portfolio and ranks #93 among its holdings.

51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Barrett & Company held 21,525 shares of First Trust Low Duration Strategic Focus ETF worth $407K as of Q1 2026.
First Trust Low Duration Strategic Focus ETF was a new Barrett & Company position in Q1 2026.
First Trust Low Duration Strategic Focus ETF made up 0.14% of Barrett & Company's portfolio in Q1 2026, its #93 holding.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.