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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
Q2 		– Sell
-142,513
Closed -$2.7M – 1411
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Independent Advisor Alliance's LDSF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2026, closing a stake of 142,513 shares — an estimated $2.7M sold.

Independent Advisor Alliance first reported a position in LDSF in Q4 2019 and held it in 2 quarters. The position peaked at $2.7M in Q1 2026. 55 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 142,513 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $2.7M.
  • Independent Advisor Alliance first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Low Duration Strategic Focus ETF position peaked at $2.7M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.