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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors's LDSF Position: Q1 2023 in Review

HighTower Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2023, closing a stake of 19,724 shares — an estimated $363K sold.

HighTower Advisors first reported a position in LDSF in Q4 2019 and held it in 13 quarters. The position peaked at $4.73M in Q3 2021. 62 funds tracked by Wall St. Rank hold LDSF as of Q1 2023.

HighTower Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 19,724 First Trust Low Duration Strategic Focus ETF shares in Q1 2023, an estimated $363K.
HighTower Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 13 quarters.
HighTower Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $4.73M in Q3 2021.
62 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.