Breakthru Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Breakthru Advisory Services’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	–	Sell	-19,693	Closed	-$377K	–	61
2025 Q4	$377K	Buy	19,693 +3,407	+21%	+$65.2K	0.24%	43
2025 Q3	$311K	Sell	16,286 -288,244	-95%	-$5.49M	0.2%	43
2025 Q2	$5.75M	Hold	304,530	–	–	8.89%	5
2025 Q1	$5.75M	Sell	304,530 -9,780	-3%	-$184K	8.89%	5
2024 Q4	$5.9M	Buy	+314,310	New	+$5.94M	5.34%	6

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

Breakthru Advisory Services's LDSF Position: Q1 2026 in Review

Breakthru Advisory Services sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026, closing a stake of 19,693 shares — an estimated $377K sold.

Breakthru Advisory Services first reported a position in LDSF in Q4 2024 and held it in 5 quarters. The position peaked at $5.9M in Q4 2024. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Breakthru Advisory Services reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2026 after selling out during the quarter.
Breakthru Advisory Services sold 19,693 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $377K.
Breakthru Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and held it in 5 quarters.
Breakthru Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $5.9M in Q4 2024.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.