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LDSF icon

EdgeRock Capital’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-1,949
Closed -$36.4K – 194
2024
Q2 		$36.4K Buy
+1,949
New +$36.4K 0.03% 131
2024
Q1 		– Sell
-1,949
Closed -$36.7K – 213
2023
Q4 		$36.7K Buy
+1,949
New +$36K 0.03% 134
2023
Q3 		– Sell
-647,305
Closed -$11.9M – 73
2023
Q2 		$11.9M Sell
647,305
-51,807
-7% -$964K 5.79% 5
2023
Q1 		$13M Sell
699,112
-143,030
-17% -$2.66M 6.69% 5
2022
Q4 		$15.5M Sell
842,142
-92,550
-10% -$1.71M 8.66% 3
2022
Q3 		$17.2M Buy
934,692
+81,411
+10% +$1.53M 9.78% 3
2022
Q2 		$16M Buy
+853,281
New +$16.3M 10.92% 3

Other funds holding LDSF

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return