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Catalyst Private Wealth’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-6,500
Closed -$132K – 175
2020
Q3 		$132K Buy
+6,500
New +$133K 0.13% 69

Other funds holding LDSF

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Catalyst Private Wealth's LDSF Position: Q4 2020 in Review

Catalyst Private Wealth sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2020, closing a stake of 6,500 shares — an estimated $132K sold.

Catalyst Private Wealth first reported a position in LDSF in Q3 2020 and held it in 1 quarter. The position peaked at $132K in Q3 2020. 49 funds tracked by Wall St. Rank hold LDSF as of Q4 2020.

  • Catalyst Private Wealth reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 6,500 First Trust Low Duration Strategic Focus ETF shares in Q4 2020, an estimated $132K.
  • Catalyst Private Wealth first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's First Trust Low Duration Strategic Focus ETF position peaked at $132K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.