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Disciplined Investments’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1,482
Closed -$27.3K – 890
2023
Q2 		$27.3K Hold
1,482
– – 0.01% 258
2023
Q1 		$27.6K Hold
1,482
– – 0.01% 281
2022
Q4 		$27.3K Hold
1,482
– – 0.01% 255
2022
Q3 		$27K Hold
1,482
– – 0.01% 279
2022
Q2 		$28K Hold
1,482
– – 0.01% 276
2022
Q1 		$29K Hold
1,482
– – 0.01% 290
2021
Q4 		$30K Hold
1,482
– – 0.01% 260
2021
Q3 		$30K Hold
1,482
– – 0.01% 239
2021
Q2 		$30K Hold
1,482
– – 0.02% 230
2021
Q1 		$30K Hold
1,482
– – 0.02% 205
2020
Q4 		$30K Hold
1,482
– – 0.02% 176
2020
Q3 		$30K Hold
1,482
– – 0.02% 190
2020
Q2 		$30K Hold
1,482
– – 0.02% 193
2020
Q1 		$29K Hold
1,482
– – 0.03% 191
2019
Q4 		$30K Buy
+1,482
New +$30.4K 0.03% 202

Other funds holding LDSF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Disciplined Investments's LDSF Position: Q3 2023 in Review

Disciplined Investments sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2023, closing a stake of 1,482 shares — an estimated $27.3K sold.

Disciplined Investments first reported a position in LDSF in Q4 2019 and held it in 15 quarters. The position peaked at $30K in Q4 2021. 60 funds tracked by Wall St. Rank hold LDSF as of Q3 2023.

  • Disciplined Investments reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,482 First Trust Low Duration Strategic Focus ETF shares in Q3 2023, an estimated $27.3K.
  • Disciplined Investments first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's First Trust Low Duration Strategic Focus ETF position peaked at $30K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.