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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
Q2 		$771K Buy
40,769
+19,244
+89% +$365K 0.22% 70
2026
Q1 		$407K Buy
+21,525
New +$411K 0.14% 93

Other funds holding LDSF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Barrett & Company's LDSF Position: Q2 2026 in Review

Barrett & Company increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 89% in Q2 2026, buying an estimated $365K and bringing the position to 40,769 shares worth $771K. The position accounts for 0.22% of the portfolio, ranked #70.

Barrett & Company first reported a position in LDSF in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

  • Barrett & Company held 40,769 shares of First Trust Low Duration Strategic Focus ETF worth $771K as of Q2 2026.
  • Barrett & Company bought 19,244 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $365K.
  • First Trust Low Duration Strategic Focus ETF made up 0.22% of Barrett & Company's portfolio in Q2 2026, its #70 holding.
  • Barrett & Company first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.