Carson Wealth (CWM LLC)’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $106K | Sell |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $111K | Sell |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $102K | Sell |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $92K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $100K | Buy |
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