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

DHJJ Financial 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 Q2	–	Sell	-730	Closed	-$13.7K	–	841
2024 Q1	$13.7K	Hold	730	–	–	0.01%	408
2023 Q4	$13.8K	Sell	730 -575	-44%	-$10.6K	0.01%	404
2023 Q3	$23.9K	Buy	+1,305	New	+$24.1K	0.01%	334
2022 Q1	–	Sell	-13,525	Closed	-$222K	–	137
2021 Q4	$222K	Sell	13,525 -6,560	-33%	-$131K	0.1%	125
2021 Q3	$405K	Sell	20,085 -5,004	-20%	-$101K	0.21%	87
2021 Q2	$509K	Buy	25,089 +294	+1%	+$5.97K	0.27%	68
2021 Q1	$502K	Sell	24,795 -186	-0.7%	-$3.79K	0.29%	63
2020 Q4	$511K	Buy	+24,981	New	+$510K	0.32%	60

Other funds holding LDSF

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

DHJJ Financial Advisors's LDSF Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2024, closing a stake of 730 shares — an estimated $13.7K sold.

DHJJ Financial Advisors first reported a position in LDSF in Q4 2020 and held it in 8 quarters. The position peaked at $511K in Q4 2020. 58 funds tracked by Wall St. Rank hold LDSF as of Q2 2024.

DHJJ Financial Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2024 after selling out during the quarter.
DHJJ Financial Advisors sold 730 First Trust Low Duration Strategic Focus ETF shares in Q2 2024, an estimated $13.7K.
DHJJ Financial Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2020 and held it in 8 quarters.
DHJJ Financial Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $511K in Q4 2020.
58 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.