Larson Financial Group
LDSF icon

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
Q3 		$128K Buy
6,966
+61
+0.9% +$1.15K ﹤0.01% 1131
2026
Q2 		$131K Buy
6,905
+67
+1% +$1.27K ﹤0.01% 1045
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

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Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Larson Financial Group's LDSF Position: Q3 2026 in Review

Larson Financial Group increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 0.88% in Q3 2026, buying an estimated $1.15K and bringing the position to 6,966 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Larson Financial Group first reported a position in LDSF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2021. 27 funds tracked by Wall St. Rank hold LDSF as of Q3 2026.

  • Larson Financial Group held 6,966 shares of First Trust Low Duration Strategic Focus ETF worth $128K as of Q3 2026.
  • Larson Financial Group bought 61 First Trust Low Duration Strategic Focus ETF shares in Q3 2026, an estimated $1.15K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1131 holding.
  • Larson Financial Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2020 and has held it in 24 quarters since.
  • Larson Financial Group's First Trust Low Duration Strategic Focus ETF position peaked at $1.03M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.