Envestnet Asset Management
LDSF icon

Envestnet Asset Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Envestnet Asset 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
2026
Q1 		$1.76M Buy
92,991
+4,303
+5% +$82.3K ﹤0.01% 3096
2025
Q4 		$1.7M Sell
88,688
-6,458
-7% -$124K ﹤0.01% 2946
2025
Q3 		$1.82M Sell
95,146
-2,811
-3% -$53.6K ﹤0.01% 2935
2025
Q2 		$1.86M Sell
97,957
-6,986
-7% -$132K ﹤0.01% 2875
2025
Q1 		$1.98M Sell
104,943
-28,462
-21% -$536K ﹤0.01% 2736
2024
Q4 		$2.5M Sell
133,405
-233,210
-64% -$4.41M ﹤0.01% 2557
2024
Q3 		$7.02M Buy
366,615
+327,461
+836% +$6.22M ﹤0.01% 1884
2024
Q2 		$732K Buy
39,154
+157
+0.4% +$2.93K ﹤0.01% 3224
2024
Q1 		$731K Sell
38,997
-20,149
-34% -$378K ﹤0.01% 3221
2023
Q4 		$1.11M Sell
59,146
-2,153
-4% -$39.7K ﹤0.01% 2863
2023
Q3 		$1.12M Sell
61,299
-23,504
-28% -$434K ﹤0.01% 2728
2023
Q2 		$1.56M Buy
84,803
+52,108
+159% +$970K ﹤0.01% 2445
2023
Q1 		$609K Sell
32,695
-6,352
-16% -$118K ﹤0.01% 3020
2022
Q4 		$720K Sell
39,047
-506,257
-93% -$9.33M ﹤0.01% 2874
2022
Q3 		$10M Sell
545,304
-11,838
-2% -$223K 0.01% 1130
2022
Q2 		$10.4M Buy
557,142
+52,199
+10% +$995K 0.01% 1121
2022
Q1 		$9.8M Sell
504,943
-19,335
-4% -$381K ﹤0.01% 1211
2021
Q4 		$10.5M Buy
524,278
+22,052
+4% +$442K 0.01% 1163
2021
Q3 		$10.1M Buy
502,226
+29,768
+6% +$602K 0.01% 1143
2021
Q2 		$9.59M Buy
472,458
+168,369
+55% +$3.42M 0.01% 1155
2021
Q1 		$6.15M Buy
304,089
+68,943
+29% +$1.41M ﹤0.01% 1314
2020
Q4 		$4.81M Sell
235,146
-45,895
-16% -$938K ﹤0.01% 1292
2020
Q3 		$5.72M Sell
281,041
-100,395
-26% -$2.05M 0.01% 1093
2020
Q2 		$7.73M Sell
381,436
-1,487
-0.4% -$29.9K 0.01% 897
2020
Q1 		$7.51M Buy
382,923
+2,189
+0.6% +$44.5K 0.01% 795
2019
Q4 		$7.81M Buy
+380,734
New +$7.81M 0.01% 907

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Envestnet Asset Management's LDSF Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 4.9% in Q1 2026, buying an estimated $82.3K and bringing the position to 92,991 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Envestnet Asset Management first reported a position in LDSF in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2021. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Envestnet Asset Management held 92,991 shares of First Trust Low Duration Strategic Focus ETF worth $1.76M as of Q1 2026.
  • Envestnet Asset Management bought 4,303 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $82.3K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3096 holding.
  • Envestnet Asset Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and has held it in 26 quarters since.
  • Envestnet Asset Management's First Trust Low Duration Strategic Focus ETF position peaked at $10.5M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.