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Independent Advisor Alliance’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Independent Advisor Alliance’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 		$2.7M Buy
+142,513
New +$2.72M 0.03% 472
2020
Q1 		– Sell
-129,649
Closed -$2.66M – 668
2019
Q4 		$2.66M Buy
+129,649
New +$2.66M 0.12% 192

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SA
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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's LDSF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026: 142,513 shares worth $2.7M. The stake represents 0.03% of the portfolio and ranks #472 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LDSF as recently as Q4 2019.

Independent Advisor Alliance first reported a position in LDSF in Q4 2019 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Independent Advisor Alliance held 142,513 shares of First Trust Low Duration Strategic Focus ETF worth $2.7M as of Q1 2026.
  • First Trust Low Duration Strategic Focus ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Low Duration Strategic Focus ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #472 holding.
  • Independent Advisor Alliance first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.