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Cornerstone Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-12,376
Closed -$237K – 706
2025
Q3 		$237K Buy
12,376
+22
+0.2% +$419 0.01% 597
2025
Q2 		$235K Buy
12,354
+22
+0.2% +$415 0.01% 579
2025
Q1 		$233K Buy
12,332
+22
+0.2% +$414 0.02% 538
2024
Q4 		$231K Sell
12,310
-1,428
-10% -$27K 0.02% 526
2024
Q3 		$263K Sell
13,738
-225
-2% -$4.27K 0.02% 484
2024
Q2 		$261K Buy
13,963
+27
+0.2% +$504 0.02% 461
2024
Q1 		$261K Sell
13,936
-478
-3% -$8.97K 0.02% 463
2023
Q4 		$272K Sell
14,414
-773
-5% -$14.3K 0.02% 431
2023
Q3 		$279K Buy
15,187
+24
+0.2% +$443 0.03% 435
2023
Q2 		$280K Sell
15,163
-4,121
-21% -$76.7K 0.03% 415
2023
Q1 		$359K Buy
+19,284
New +$359K 0.04% 344
2022
Q3 		$361K Sell
19,668
-83
-0.4% -$1.56K 0.04% 317
2022
Q2 		$369K Buy
19,751
+12
+0.1% +$229 0.04% 317
2022
Q1 		$383K Sell
19,739
-287
-1% -$5.66K 0.04% 324
2021
Q4 		$401K Sell
20,026
-8,162
-29% -$164K 0.04% 328
2021
Q3 		$568K Sell
28,188
-131
-0.5% -$2.65K 0.06% 249
2021
Q2 		$575K Sell
28,319
-476
-2% -$9.66K 0.06% 265
2021
Q1 		$583K Buy
28,795
+35
+0.1% +$713 0.07% 250
2020
Q4 		$588K Buy
28,760
+49
+0.2% +$1K 0.07% 220
2020
Q3 		$585K Sell
28,711
-3,499
-11% -$71.4K 0.09% 199
2020
Q2 		$653K Sell
32,210
-6,332
-16% -$128K 0.11% 180
2020
Q1 		$756K Sell
38,542
-6,330
-14% -$129K 0.15% 141
2019
Q4 		$920K Buy
+44,872
New +$921K 0.15% 138

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Management's LDSF Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2025, closing a stake of 12,376 shares — an estimated $237K sold.

Cornerstone Wealth Management first reported a position in LDSF in Q4 2019 and held it in 23 quarters. The position peaked at $920K in Q4 2019. 55 funds tracked by Wall St. Rank hold LDSF as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,376 First Trust Low Duration Strategic Focus ETF shares in Q4 2025, an estimated $237K.
  • Cornerstone Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 23 quarters.
  • Cornerstone Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $920K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.