GSWM
LDSF icon

Golden State Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Golden State Wealth 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
2022
Q1 		$408K Sell
21,042
-2,408
-10% -$47.5K 0.08% 199
2021
Q4 		$469K Buy
23,450
+9,198
+65% +$184K 0.08% 224
2021
Q3 		$287K Buy
14,252
+3,974
+39% +$80.4K 0.06% 239
2021
Q2 		$209K Buy
+10,278
New +$209K 0.05% 282

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return