Kraft Davis & Associates’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Kraft Davis & Associates’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
2025 Q2	–	Sell	-10,974	Closed	-$205K	–	148
2025 Q1	$205K	Sell	10,974 -701	-6%	-$13.2K	0.07%	124
2024 Q4	$219K	Sell	11,675 -1,020	-8%	-$19.3K	0.06%	128
2024 Q3	$239K	Sell	12,695 -49,489	-80%	-$939K	0.07%	126
2024 Q2	$1.17M	Sell	62,184 -38,434	-38%	-$717K	0.35%	52
2024 Q1	$1.88M	Sell	100,618 -7,746	-7%	-$145K	0.56%	40
2023 Q4	$2.04M	Sell	108,364 -1,822	-2%	-$33.6K	0.61%	36
2023 Q3	$2.01M	Sell	110,186 -1,302	-1%	-$24K	0.75%	30
2023 Q2	$2.06M	Buy	+111,488	New	+$2.07M	0.71%	31
2022 Q4	$2.27M	Buy	+121,941	New	+$2.25M	0.9%	30

Other funds holding LDSF

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

Royal Bank of Canada

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

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

Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

Raymond James Financial

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

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

MML Investors Services

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

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