Kestra Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Kestra Advisory Services’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	$1.79M	Buy	+94,555	New	+$1.79M	0.01%	1431
2026 Q1	–	Sell	-38,706	Closed	-$741K	–	3825
2025 Q4	$741K	Buy	+38,706	New	+$741K	﹤0.01%	1872
2024 Q3	–	Sell	-10,957	Closed	-$205K	–	2662
2024 Q2	$205K	Sell	10,957 -2,666	-20%	-$49.7K	﹤0.01%	2394
2024 Q1	$255K	Sell	13,623 -4,180	-23%	-$78.5K	﹤0.01%	2122
2023 Q4	$336K	Sell	17,803 -15,089	-46%	-$279K	﹤0.01%	1774
2023 Q3	$603K	Sell	32,892 -143,257	-81%	-$2.65M	0.01%	1266
2023 Q2	$3.25M	Sell	176,149 -629,533	-78%	-$11.7M	0.03%	516
2023 Q1	$15M	Sell	805,682 -71,512	-8%	-$1.33M	0.16%	137
2022 Q4	$16.2M	Sell	877,194 -461,380	-34%	-$8.5M	0.14%	167
2022 Q3	$24.6M	Sell	1,338,574 -77,322	-5%	-$1.46M	0.26%	83
2022 Q2	$26.5M	Sell	1,415,896 -71,473	-5%	-$1.36M	0.27%	73
2022 Q1	$28.9M	Buy	1,487,369 +1,360,053	+1,068%	+$26.8M	0.3%	62
2021 Q4	$2.55M	Buy	127,316 +86,759	+214%	+$1.74M	0.03%	601
2021 Q3	$818K	Sell	40,557 -11,047	-21%	-$223K	0.01%	1122
2021 Q2	$1.05M	Buy	51,604 +11,727	+29%	+$238K	0.01%	919
2021 Q1	$807K	Buy	39,877 +10,262	+35%	+$209K	0.01%	973
2020 Q4	$605K	Buy	+29,615	New	+$605K	0.01%	1108

Other funds holding LDSF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

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

Kestra Advisory Services's LDSF Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2026: 94,555 shares worth $1.79M. The stake represents 0.01% of the portfolio and ranks #1431 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in LDSF as recently as Q4 2025.

Kestra Advisory Services first reported a position in LDSF in Q4 2020 and has held it in 17 quarters since. The position peaked at $28.9M in Q1 2022. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

Kestra Advisory Services held 94,555 shares of First Trust Low Duration Strategic Focus ETF worth $1.79M as of Q2 2026.
First Trust Low Duration Strategic Focus ETF was a new Kestra Advisory Services position in Q2 2026.
First Trust Low Duration Strategic Focus ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1431 holding.
Kestra Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2020 and has held it in 17 quarters since.
Kestra Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $28.9M in Q1 2022.
56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.