CCIA
LDSF icon

Cherry Creek Investment Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Cherry Creek Investment 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
2021
Q3 		– Sell
-11,639
Closed -$236K – 115
2021
Q2 		$236K Buy
+11,639
New +$236K 0.16% 102

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Cherry Creek Investment Advisors's LDSF Position: Q3 2021 in Review

Cherry Creek Investment Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2021, closing a stake of 11,639 shares — an estimated $236K sold.

Cherry Creek Investment Advisors first reported a position in LDSF in Q2 2021 and held it in 1 quarter. The position peaked at $236K in Q2 2021. 52 funds tracked by Wall St. Rank hold LDSF as of Q3 2021.

  • Cherry Creek Investment Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2021 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 11,639 First Trust Low Duration Strategic Focus ETF shares in Q3 2021, an estimated $236K.
  • Cherry Creek Investment Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2021 and held it in 1 quarter.
  • Cherry Creek Investment Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $236K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2021.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.