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

Echo 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
2022 Q3	–	Sell	-19,318	Closed	-$361K	–	49
2022 Q2	$361K	Sell	19,318 -4,614	-19%	-$88K	0.48%	30
2022 Q1	$463K	Sell	23,932 -67,996	-74%	-$1.34M	0.54%	32
2021 Q4	$1.83M	Sell	91,928 -4,086	-4%	-$81.9K	2.09%	15
2021 Q3	$1.93M	Buy	96,014 +15,437	+19%	+$312K	2.29%	14
2021 Q2	$1.63M	Sell	80,577 -6,287	-7%	-$128K	2.09%	16
2021 Q1	$1.76M	Buy	+86,864	New	+$1.77M	2.21%	15

Other funds holding LDSF

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return