CAPTRUST Financial Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,833
| Closed | -$203K | – | 2231 |
|
|
2024
Q1 | $203K | Hold |
10,833
| – | – | ﹤0.01% | 1988 |
|
|
2023
Q4 | $204K | Hold |
10,833
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q3 | $199K | Sell |
10,833
-1,628
| -13% | -$29.9K | ﹤0.01% | 2298 |
|
|
2023
Q2 | $230K | Hold |
12,461
| – | – | ﹤0.01% | 2164 |
|
|
2023
Q1 | $232K | Buy |
+12,461
| New | +$232K | ﹤0.01% | 1953 |
|