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Gladstone Institutional Advisory’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-16,026
Closed -$307K – 866
2025
Q4 		$307K Sell
16,026
-1,797
-10% -$34.4K 0.01% 625
2025
Q3 		$341K Sell
17,823
-33
-0.2% -$629 0.01% 604
2025
Q2 		$339K Sell
17,856
-2,835
-14% -$53.4K 0.01% 584
2025
Q1 		$390K Buy
20,691
+666
+3% +$12.5K 0.02% 532
2024
Q4 		$376K Buy
20,025
+345
+2% +$6.52K 0.02% 537
2024
Q3 		$377K Sell
19,680
-79
-0.4% -$1.5K 0.02% 521
2024
Q2 		$369K Buy
19,759
+964
+5% +$18K 0.02% 494
2024
Q1 		$352K Buy
18,795
+74
+0.4% +$1.39K 0.02% 499
2023
Q4 		$353K Sell
18,721
-2,246
-11% -$41.5K 0.02% 491
2023
Q3 		$385K Buy
20,967
+34
+0.2% +$628 0.02% 440
2023
Q2 		$386K Buy
+20,933
New +$390K 0.02% 452
2023
Q1 		– Sell
-103,362
Closed -$1.91M – 688
2022
Q4 		$1.91M Sell
103,362
-5,188
-5% -$95.6K 0.13% 192
2022
Q3 		$1.99M Buy
108,550
+51,732
+91% +$974K 0.16% 166
2022
Q2 		$1.06M Sell
56,818
-2,095
-4% -$39.9K 0.08% 260
2022
Q1 		$1.14M Sell
58,913
-210,623
-78% -$4.15M 0.08% 270
2021
Q4 		$5.39M Sell
269,536
-65,179
-19% -$1.31M 0.42% 65
2021
Q3 		$6.75M Sell
334,715
-7,526
-2% -$152K 0.66% 35
2021
Q2 		$6.94M Sell
342,241
-755,141
-69% -$15.3M 0.83% 27
2021
Q1 		$22.2M Buy
1,097,382
+157,053
+17% +$3.2M 3.45% 1
2020
Q4 		$19.2M Sell
940,329
-28,277
-3% -$578K 3.83% 3
2020
Q3 		$19.7M Buy
968,606
+85,464
+10% +$1.74M 4.71% 2
2020
Q2 		$17.9M Buy
883,142
+447,304
+103% +$9.01M 4.55% 1
2020
Q1 		$8.55M Buy
+435,838
New +$8.87M 2.21% 6

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

Gladstone Institutional Advisory's LDSF Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026, closing a stake of 16,026 shares — an estimated $307K sold.

Gladstone Institutional Advisory first reported a position in LDSF in Q1 2020 and held it in 23 quarters. The position peaked at $22.2M in Q1 2021. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 16,026 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $307K.
  • Gladstone Institutional Advisory first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 23 quarters.
  • Gladstone Institutional Advisory's First Trust Low Duration Strategic Focus ETF position peaked at $22.2M in Q1 2021.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.