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

IFP 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
2026 Q1	$198K	Buy	+10,443	New	+$200K	﹤0.01%	1410
2022 Q1	–	Sell	-25	Closed	-$1K	–	4574
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	3042
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	3054
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	2911
2021 Q1	$1K	Buy	+25	New	+$510	﹤0.01%	2838
2020 Q3	–	Sell	-1,767	Closed	-$36.1K	–	2935
2020 Q2	$36K	Hold	1,767	–	–	﹤0.01%	1346
2020 Q1	$34K	Hold	1,767	–	–	﹤0.01%	1284
2019 Q4	$37K	Buy	+1,767	New	+$36.3K	﹤0.01%	1376

Other funds holding LDSF

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

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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return