HighTower Advisors
LDSF icon

HighTower Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

HighTower Advisors’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
Q1 		– Sell
-19,724
Closed -$363K – 3557
2022
Q4 		$363K Sell
19,724
-24,359
-55% -$449K ﹤0.01% 2342
2022
Q3 		$810K Sell
44,083
-23,075
-34% -$434K ﹤0.01% 1737
2022
Q2 		$1.25M Sell
67,158
-76,046
-53% -$1.45M ﹤0.01% 1508
2022
Q1 		$2.78M Sell
143,204
-37,431
-21% -$738K 0.01% 1193
2021
Q4 		$3.61M Sell
180,635
-54,055
-23% -$1.08M 0.01% 1062
2021
Q3 		$4.73M Buy
234,690
+34,940
+17% +$707K 0.01% 841
2021
Q2 		$4.05M Buy
199,750
+87,954
+79% +$1.79M 0.01% 889
2021
Q1 		$2.26M Buy
111,796
+638
+0.6% +$13K 0.01% 1071
2020
Q4 		$2.28M Buy
111,158
+4,725
+4% +$96.6K 0.01% 849
2020
Q3 		$2.17M Buy
106,433
+21,016
+25% +$429K 0.01% 847
2020
Q2 		$1.73M Buy
85,417
+1,529
+2% +$30.8K 0.01% 869
2020
Q1 		$1.64M Buy
83,888
+6,143
+8% +$125K 0.01% 813
2019
Q4 		$1.59M Buy
+77,745
New +$1.6M 0.01% 932

Other funds holding LDSF

M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return