Keystone Financial Group (Kentucky)’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Keystone Financial Group (Kentucky)’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
2020 Q1	–	Sell	-257,198	Closed	-$5.27M	–	229
2019 Q4	$5.27M	Buy	257,198 +146,867	+133%	+$3.01M	1.42%	14
2019 Q3	$2.27M	Buy	+110,331	New	+$2.26M	0.7%	40

Other funds holding LDSF

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CAAS

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

GIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s LDSF Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2020, closing a stake of 257,198 shares — an estimated $5.27M sold.

Keystone Financial Group (Kentucky) first reported a position in LDSF in Q3 2019 and held it in 2 quarters. The position peaked at $5.27M in Q4 2019. 47 funds tracked by Wall St. Rank hold LDSF as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 257,198 First Trust Low Duration Strategic Focus ETF shares in Q1 2020, an estimated $5.27M.
Keystone Financial Group (Kentucky) first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and held it in 2 quarters.
Keystone Financial Group (Kentucky)'s First Trust Low Duration Strategic Focus ETF position peaked at $5.27M in Q4 2019.
47 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.