Concourse Financial Group Securities
LDSF icon

Concourse Financial Group Securities’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-160
Closed -$3.01K – 1187
2024
Q4 		$3.01K Hold
160
– – ﹤0.01% 1968
2024
Q3 		$3.06K Hold
160
– – ﹤0.01% 1939
2024
Q2 		$2.99K Hold
160
– – ﹤0.01% 1973
2024
Q1 		$3K Hold
160
– – ﹤0.01% 1989
2023
Q4 		$3.02K Hold
160
– – ﹤0.01% 1954
2023
Q3 		$2.93K Hold
160
– – ﹤0.01% 1933
2023
Q2 		$2.95K Buy
+160
New +$2.98K ﹤0.01% 1954
2022
Q1 		– Sell
-4,551
Closed -$89.7K – 2318
2021
Q4 		$91K Sell
4,551
-1,981
-30% -$39.7K 0.01% 1044
2021
Q3 		$132K Buy
6,532
+493
+8% +$10K 0.01% 872
2021
Q2 		$123K Hold
6,039
– – 0.01% 903
2021
Q1 		$122K Buy
6,039
+1,065
+21% +$21.7K 0.01% 851
2020
Q4 		$102K Hold
4,974
– – 0.01% 880
2020
Q3 		$101K Buy
4,974
+282
+6% +$5.76K 0.01% 778
2020
Q2 		$95K Buy
4,692
+1,350
+40% +$27.2K 0.01% 744
2020
Q1 		$66K Hold
3,342
– – 0.01% 795
2019
Q4 		$69K Buy
3,342
+1,596
+91% +$32.8K 0.01% 824
2019
Q3 		$36K Sell
1,746
-626
-26% -$12.8K 0.01% 733
2019
Q2 		$48K Buy
2,372
+626
+36% +$12.8K ﹤0.01% 884
2019
Q1 		$35K Buy
+1,746
New +$35.5K ﹤0.01% 1008

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MA
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Sanctuary Advisors
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Concourse Financial Group Securities's LDSF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2025, closing a stake of 160 shares — an estimated $3.01K sold.

Concourse Financial Group Securities first reported a position in LDSF in Q1 2019 and held it in 19 quarters. The position peaked at $132K in Q3 2021. 54 funds tracked by Wall St. Rank hold LDSF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 160 First Trust Low Duration Strategic Focus ETF shares in Q1 2025, an estimated $3.01K.
  • Concourse Financial Group Securities first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2019 and held it in 19 quarters.
  • Concourse Financial Group Securities's First Trust Low Duration Strategic Focus ETF position peaked at $132K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.