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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAAS

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Kestra Advisory Services's LDSF Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2026, closing a stake of 38,706 shares — an estimated $741K sold.

Kestra Advisory Services first reported a position in LDSF in Q4 2020 and held it in 16 quarters. The position peaked at $28.9M in Q1 2022. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Kestra Advisory Services reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 38,706 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $741K.
Kestra Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2020 and held it in 16 quarters.
Kestra Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $28.9M in Q1 2022.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.