Independent Financial Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Independent Financial Group’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
2022 Q4	–	Sell	-13,582	Closed	-$250K	–	801
2022 Q3	$250K	Hold	13,582	–	–	0.02%	594
2022 Q2	$254K	Buy	13,582 +375	+3%	+$7.15K	0.03%	556
2022 Q1	$256K	Hold	13,207	–	–	0.02%	656
2021 Q4	$264K	Hold	13,207	–	–	0.02%	642
2021 Q3	$266K	Buy	+13,207	New	+$267K	0.03%	563

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

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return