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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Janney Montgomery Scott's LDSF Position: Q2 2021 in Review

Janney Montgomery Scott sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2021, closing a stake of 55,583 shares — an estimated $1.12M sold.

Janney Montgomery Scott first reported a position in LDSF in Q4 2019 and held it in 6 quarters. The position peaked at $1.47M in Q1 2020. 58 funds tracked by Wall St. Rank hold LDSF as of Q2 2021.

Janney Montgomery Scott reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2021 after selling out during the quarter.
Janney Montgomery Scott sold 55,583 First Trust Low Duration Strategic Focus ETF shares in Q2 2021, an estimated $1.12M.
Janney Montgomery Scott first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 6 quarters.
Janney Montgomery Scott's First Trust Low Duration Strategic Focus ETF position peaked at $1.47M in Q1 2020.
58 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2021.

Based on Janney Montgomery Scott's 13F filing for Q2 2021, filed 26 Jul 2021.