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Crumly & Associates’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Crumly & Associates’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
Q1 		– Sell
-12,000
Closed -$246K – 58
2019
Q4 		$246K Buy
+12,000
New +$246K 0.25% 44

Other funds holding LDSF

TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Crumly & Associates's LDSF Position: Q1 2020 in Review

Crumly & Associates sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2020, closing a stake of 12,000 shares — an estimated $246K sold.

Crumly & Associates first reported a position in LDSF in Q4 2019 and held it in 1 quarter. The position peaked at $246K in Q4 2019. 47 funds tracked by Wall St. Rank hold LDSF as of Q1 2020.

  • Crumly & Associates reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2020 after selling out during the quarter.
  • Crumly & Associates sold 12,000 First Trust Low Duration Strategic Focus ETF shares in Q1 2020, an estimated $246K.
  • Crumly & Associates first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 1 quarter.
  • Crumly & Associates's First Trust Low Duration Strategic Focus ETF position peaked at $246K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2020.

Based on Crumly & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.