CIAS
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Capital Investment Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Capital Investment 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
2025
Q4 		– Sell
-500
Closed -$9.56K – 1195
2025
Q3 		$9.56K Sell
500
-300
-38% -$5.72K ﹤0.01% 969
2025
Q2 		$15.2K Hold
800
– – ﹤0.01% 902
2025
Q1 		$15.1K Sell
800
-1,000
-56% -$18.8K ﹤0.01% 841
2024
Q4 		$33.8K Sell
1,800
-400
-18% -$7.56K ﹤0.01% 702
2024
Q3 		$42.2K Hold
2,200
– – ﹤0.01% 709
2024
Q2 		$41.1K Sell
2,200
-400
-15% -$7.46K ﹤0.01% 687
2024
Q1 		$48.8K Buy
2,600
+50
+2% +$939 0.01% 658
2023
Q4 		$48.1K Sell
2,550
-1,650
-39% -$30.5K ﹤0.01% 670
2023
Q3 		$77K Sell
4,200
-484
-10% -$8.94K 0.01% 584
2023
Q2 		$86.4K Buy
4,684
+166
+4% +$3.09K 0.01% 551
2023
Q1 		$84.2K Sell
4,518
-585
-11% -$10.9K 0.01% 554
2022
Q4 		$94.1K Buy
5,103
+1,603
+46% +$29.5K 0.01% 552
2022
Q3 		$64K Hold
3,500
– – 0.01% 551
2022
Q2 		$65K Buy
3,500
+400
+13% +$7.63K 0.01% 573
2022
Q1 		$60K Buy
3,100
+2,200
+244% +$43.4K 0.01% 608
2021
Q4 		$18K Sell
900
-1,250
-58% -$25.1K ﹤0.01% 684
2021
Q3 		$43K Sell
2,150
-100
-4% -$2.02K 0.01% 580
2021
Q2 		$46K Sell
2,250
-100
-4% -$2.03K 0.01% 593
2021
Q1 		$48K Buy
2,350
+250
+12% +$5.1K 0.01% 546
2020
Q4 		$43K Buy
2,100
+1,700
+425% +$34.7K 0.01% 532
2020
Q3 		$8K Hold
400
– – ﹤0.01% 558
2020
Q2 		$8K Buy
+400
New +$8.06K ﹤0.01% 494

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's LDSF Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2025, closing a stake of 500 shares — an estimated $9.56K sold.

Capital Investment Advisory Services first reported a position in LDSF in Q2 2020 and held it in 22 quarters. The position peaked at $94.1K in Q4 2022. 55 funds tracked by Wall St. Rank hold LDSF as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 500 First Trust Low Duration Strategic Focus ETF shares in Q4 2025, an estimated $9.56K.
  • Capital Investment Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2020 and held it in 22 quarters.
  • Capital Investment Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $94.1K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.