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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Echo Wealth Management's LDSF Position: Q3 2022 in Review

Echo Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2022, closing a stake of 19,318 shares — an estimated $361K sold.

Echo Wealth Management first reported a position in LDSF in Q1 2021 and held it in 6 quarters. The position peaked at $1.93M in Q3 2021. 59 funds tracked by Wall St. Rank hold LDSF as of Q3 2022.

Echo Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 19,318 First Trust Low Duration Strategic Focus ETF shares in Q3 2022, an estimated $361K.
Echo Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and held it in 6 quarters.
Echo Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $1.93M in Q3 2021.
59 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.