GRP
LDSF icon

Global Retirement Partners’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Global Retirement Partners’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
2025
Q4 		$3.63K Buy
189
+2
+1% +$38 ﹤0.01% 3544
2025
Q3 		$3.58K Buy
187
+2
+1% +$38 ﹤0.01% 3099
2025
Q2 		$3.52K Buy
+185
New +$3.49K ﹤0.01% 3035
2024
Q4 		$3.4K Buy
181
+2
+1% +$38 ﹤0.01% 2867
2024
Q3 		$3.43K Buy
179
+2
+1% +$38 ﹤0.01% 2731
2024
Q2 		$3.31K Buy
+177
New +$3.3K ﹤0.01% 2788

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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's LDSF Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 1.1% in Q4 2025, buying an estimated $38 and bringing the position to 189 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Global Retirement Partners first reported a position in LDSF in Q2 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold LDSF as of Q4 2025.

  • Global Retirement Partners held 189 shares of First Trust Low Duration Strategic Focus ETF worth $3.63K as of Q4 2025.
  • Global Retirement Partners bought 2 First Trust Low Duration Strategic Focus ETF shares in Q4 2025, an estimated $38.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3544 holding.
  • Global Retirement Partners first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.