Barrett & Company
LDSF icon

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
Q3 		$773K Buy
41,969
+1,200
+3% +$22.6K 0.21% 68
2026
Q2 		$771K Buy
40,769
+19,244
+89% +$365K 0.22% 70
2026
Q1 		$407K Buy
+21,525
New +$411K 0.14% 93

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Apollon Wealth Management
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Crusonia Wealth Advisors
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Private Trust Company
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CoreCap Advisors
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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barrett & Company's LDSF Position: Q3 2026 in Review

Barrett & Company increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 2.9% in Q3 2026, buying an estimated $22.6K and bringing the position to 41,969 shares worth $773K. The position accounts for 0.21% of the portfolio, ranked #68.

Barrett & Company first reported a position in LDSF in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold LDSF as of Q3 2026.

  • Barrett & Company held 41,969 shares of First Trust Low Duration Strategic Focus ETF worth $773K as of Q3 2026.
  • Barrett & Company bought 1,200 First Trust Low Duration Strategic Focus ETF shares in Q3 2026, an estimated $22.6K.
  • First Trust Low Duration Strategic Focus ETF made up 0.21% of Barrett & Company's portfolio in Q3 2026, its #68 holding.
  • Barrett & Company first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.