Benjamin F. Edwards & Company’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Benjamin F. Edwards & 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
2024 Q2	$24K	Hold	1,285	–	–	﹤0.01%	1500
2024 Q1	$24K	Hold	1,285	–	–	﹤0.01%	1478
2023 Q4	$24K	Hold	1,285	–	–	﹤0.01%	1443
2023 Q3	$24K	Sell	1,285 -3,491	-73%	-$64.5K	﹤0.01%	1216
2023 Q2	$88K	Sell	4,776 -374	-7%	-$6.96K	﹤0.01%	935
2023 Q1	$96K	Sell	5,150 -6,933	-57%	-$129K	﹤0.01%	923
2022 Q4	$223K	Buy	12,083 +688	+6%	+$12.7K	0.01%	694
2022 Q3	$209K	Buy	11,395 +7,647	+204%	+$144K	0.01%	663
2022 Q2	$70K	Buy	3,748 +2,463	+192%	+$47K	﹤0.01%	963
2022 Q1	$25K	Buy	+1,285	New	+$25.3K	﹤0.01%	1187

Other funds holding LDSF

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Benjamin F. Edwards & Company's LDSF Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its First Trust Low Duration Strategic Focus ETF (LDSF) position steady in Q2 2024 at 1,285 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Benjamin F. Edwards & Company first reported a position in LDSF in Q1 2022 and has held it in 10 quarters since. The position peaked at $223K in Q4 2022. 58 funds tracked by Wall St. Rank hold LDSF as of Q2 2024.

Benjamin F. Edwards & Company held 1,285 shares of First Trust Low Duration Strategic Focus ETF worth $24K as of Q2 2024.
Benjamin F. Edwards & Company left its First Trust Low Duration Strategic Focus ETF share count unchanged in Q2 2024.
First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1500 holding.
Benjamin F. Edwards & Company first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and has held it in 10 quarters since.
Benjamin F. Edwards & Company's First Trust Low Duration Strategic Focus ETF position peaked at $223K in Q4 2022.
58 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.