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Financial Advocates Investment Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-10,782
Closed -$201K – 741
2023
Q1 		$201K Sell
10,782
-343
-3% -$6.38K 0.01% 687
2022
Q4 		$205K Hold
11,125
– – 0.02% 684
2022
Q3 		$204K Hold
11,125
– – 0.02% 685
2022
Q2 		$208K Buy
+11,125
New +$212K 0.02% 612

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's LDSF Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2023, closing a stake of 10,782 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in LDSF in Q2 2022 and held it in 4 quarters. The position peaked at $208K in Q2 2022. 58 funds tracked by Wall St. Rank hold LDSF as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,782 First Trust Low Duration Strategic Focus ETF shares in Q2 2023, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2022 and held it in 4 quarters.
  • Financial Advocates Investment Management's First Trust Low Duration Strategic Focus ETF position peaked at $208K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.