Cetera Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Cetera Advisors’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
2024 Q1	$330K	Buy	+17,583	New	+$330K	﹤0.01%	1874
2022 Q3	–	Sell	-99,652	Closed	-$1.86M	–	1417
2022 Q2	$1.86M	Sell	99,652 -135,128	-58%	-$2.58M	0.04%	389
2022 Q1	$4.56M	Buy	234,780 +6,973	+3%	+$137K	0.09%	231
2021 Q4	$4.56M	Buy	227,807 +8,607	+4%	+$173K	0.09%	225
2021 Q3	$4.42M	Buy	219,200 +8,206	+4%	+$166K	0.09%	241
2021 Q2	$4.28M	Buy	210,994 +44,322	+27%	+$900K	0.1%	211
2021 Q1	$3.37M	Buy	166,672 +52,263	+46%	+$1.07M	0.09%	219
2020 Q4	$2.34M	Buy	114,409 +2,507	+2%	+$51.2K	0.08%	246
2020 Q3	$2.28M	Buy	111,902 +15,423	+16%	+$315K	0.09%	220
2020 Q2	$1.96M	Buy	96,479 +25,867	+37%	+$521K	0.08%	226
2020 Q1	$1.39M	Buy	70,612 +30,252	+75%	+$615K	0.07%	259
2019 Q4	$826K	Buy	40,360 +13,303	+49%	+$273K	0.04%	421
2019 Q3	$556K	Buy	+27,057	New	+$555K	0.02%	507

Other funds holding LDSF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cetera Advisors's LDSF Position: Q1 2024 in Review

Cetera Advisors opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2024: 17,583 shares worth $330K. The stake represents ﹤0.01% of the portfolio and ranks #1874 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in LDSF as recently as Q2 2022.

Cetera Advisors first reported a position in LDSF in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.56M in Q4 2021. 57 funds tracked by Wall St. Rank hold LDSF as of Q1 2024.

Cetera Advisors held 17,583 shares of First Trust Low Duration Strategic Focus ETF worth $330K as of Q1 2024.
First Trust Low Duration Strategic Focus ETF was a new Cetera Advisors position in Q1 2024.
First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1874 holding.
Cetera Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and has held it in 13 quarters since.
Cetera Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $4.56M in Q4 2021.
57 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.