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Larson Financial Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Larson Financial Group’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 		$129K Sell
6,838
-1,917
-22% -$36.6K ﹤0.01% 880
2025
Q4 		$168K Sell
8,755
-230
-3% -$4.4K 0.01% 749
2025
Q3 		$172K Sell
8,985
-2,455
-21% -$46.8K 0.01% 734
2025
Q2 		$217K Sell
11,440
-2,467
-18% -$46.5K 0.01% 641
2025
Q1 		$262K Sell
13,907
-285
-2% -$5.37K 0.01% 568
2024
Q4 		$266K Sell
14,192
-4,428
-24% -$83.7K 0.01% 501
2024
Q3 		$357K Sell
18,620
-4,448
-19% -$84.4K 0.02% 425
2024
Q2 		$431K Sell
23,068
-9,516
-29% -$178K 0.03% 300
2024
Q1 		$611K Buy
32,584
+176
+0.5% +$3.3K 0.05% 207
2023
Q4 		$611K Sell
32,408
-13,682
-30% -$253K 0.05% 197
2023
Q3 		$845K Sell
46,090
-1,542
-3% -$28.5K 0.08% 164
2023
Q2 		$878K Sell
47,632
-2,970
-6% -$55.3K 0.09% 160
2023
Q1 		$943K Buy
50,602
+2,078
+4% +$38.6K 0.1% 156
2022
Q4 		$895K Sell
48,524
-760
-2% -$14K 0.11% 156
2022
Q3 		$905K Sell
49,284
-95
-0.2% -$1.79K 0.13% 134
2022
Q2 		$923K Sell
49,379
-2,353
-5% -$44.9K 0.16% 72
2022
Q1 		$1M Buy
51,732
+125
+0.2% +$2.46K 0.16% 72
2021
Q4 		$1.03M Buy
51,607
+20,630
+67% +$414K 0.16% 69
2021
Q3 		$624K Buy
30,977
+2,567
+9% +$51.9K 0.12% 71
2021
Q2 		$576K Buy
28,410
+12,605
+80% +$256K 0.13% 67
2021
Q1 		$320K Buy
15,805
+12,303
+351% +$251K 0.09% 82
2020
Q4 		$72K Buy
+3,502
New +$71.6K 0.02% 168

Other funds holding LDSF

LPL Financial
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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MML Investors Services
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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Larson Financial Group's LDSF Position: Q1 2026 in Review

Larson Financial Group reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 22% in Q1 2026, selling an estimated $36.6K and leaving 6,838 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Larson Financial Group first reported a position in LDSF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2021. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Larson Financial Group held 6,838 shares of First Trust Low Duration Strategic Focus ETF worth $129K as of Q1 2026.
  • Larson Financial Group sold 1,917 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $36.6K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #880 holding.
  • Larson Financial Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's First Trust Low Duration Strategic Focus ETF position peaked at $1.03M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.