Geneos Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $92.7K | Hold |
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|
2024
Q3 | $94.7K | Hold |
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|
2024
Q2 | $92.3K | Hold |
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|
2024
Q1 | $92.6K | Hold |
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|
2023
Q4 | $93.1K | Hold |
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|
2023
Q3 | $90.6K | Hold |
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|
2023
Q2 | $91.1K | Hold |
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|
2023
Q1 | $92K | Hold |
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|
2022
Q4 | $91.1K | Hold |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $177K | Hold |
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|
2021
Q4 | $183K | Sell |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $5.87M | Buy |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $505K | Buy |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $270K | Buy |
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