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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

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CAAS
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Mariner
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SA
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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