LTFS
LDSF icon

Ladenburg Thalmann Financial Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$93K Buy
4,514
+2,961
+191% +$60.8K ﹤0.01% 3074
2019
Q3 		$32K Sell
1,553
-140
-8% -$2.87K ﹤0.01% 3732
2019
Q2 		$35K Sell
1,693
-288
-15% -$5.88K ﹤0.01% 3696
2019
Q1 		$40K Buy
+1,981
New +$40.3K ﹤0.01% 3557

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LDSF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 191% in Q4 2019, buying an estimated $60.8K and bringing the position to 4,514 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

Ladenburg Thalmann Financial Services first reported a position in LDSF in Q1 2019 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold LDSF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,514 shares of First Trust Low Duration Strategic Focus ETF worth $93K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,961 First Trust Low Duration Strategic Focus ETF shares in Q4 2019, an estimated $60.8K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3074 holding.
  • Ladenburg Thalmann Financial Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2019 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.