Janney Montgomery Scott
LDSF icon

Janney Montgomery Scott’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Janney Montgomery Scott’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
2021
Q2 		– Sell
-55,583
Closed -$1.12M – 2274
2021
Q1 		$1.12M Sell
55,583
-9,709
-15% -$198K 0.01% 1137
2020
Q4 		$1.34M Sell
65,292
-5,901
-8% -$121K 0.01% 1044
2020
Q3 		$1.45M Sell
71,193
-1,124
-2% -$22.9K 0.01% 930
2020
Q2 		$1.47M Sell
72,317
-2,815
-4% -$56.7K 0.01% 878
2020
Q1 		$1.47M Buy
75,132
+60,243
+405% +$1.23M 0.01% 803
2019
Q4 		$305K Buy
+14,889
New +$306K ﹤0.01% 1700

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return