LPL Financial
LDSF icon

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

LPL Financial’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
Q2 		$31.3M Sell
1,656,476
-37,442
-2% -$710K 0.01% 1284
2026
Q1 		$32M Buy
1,693,918
+289,822
+21% +$5.54M 0.01% 1149
2025
Q4 		$26.9M Buy
1,404,096
+285,201
+25% +$5.46M 0.01% 1214
2025
Q3 		$21.4M Buy
1,118,895
+124,498
+13% +$2.37M 0.01% 1325
2025
Q2 		$18.9M Buy
994,397
+256,381
+35% +$4.83M 0.01% 1297
2025
Q1 		$13.9M Buy
738,016
+192,341
+35% +$3.62M 0.01% 1382
2024
Q4 		$10.2M Buy
545,675
+18,003
+3% +$340K ﹤0.01% 1532
2024
Q3 		$10.1M Sell
527,672
-40,240
-7% -$764K ﹤0.01% 1454
2024
Q2 		$10.6M Buy
567,912
+26,291
+5% +$491K 0.01% 1335
2024
Q1 		$10.2M Buy
541,621
+9,474
+2% +$178K 0.01% 1316
2023
Q4 		$10M Sell
532,147
-118,170
-18% -$2.18M 0.01% 1249
2023
Q3 		$11.9M Sell
650,317
-117,162
-15% -$2.16M 0.01% 1060
2023
Q2 		$14.2M Sell
767,479
-151,005
-16% -$2.81M 0.01% 948
2023
Q1 		$17.1M Sell
918,484
-168,700
-16% -$3.14M 0.01% 825
2022
Q4 		$20M Buy
1,087,184
+5,586
+0.5% +$103K 0.02% 714
2022
Q3 		$19.9M Sell
1,081,598
-252,557
-19% -$4.75M 0.02% 657
2022
Q2 		$24.9M Sell
1,334,155
-521,084
-28% -$9.94M 0.02% 561
2022
Q1 		$36M Buy
1,855,239
+355,293
+24% +$7M 0.03% 442
2021
Q4 		$30M Buy
1,499,946
+194,246
+15% +$3.89M 0.03% 513
2021
Q3 		$26.3M Buy
1,305,700
+284,679
+28% +$5.76M 0.02% 513
2021
Q2 		$20.7M Buy
1,021,021
+353,147
+53% +$7.17M 0.02% 585
2021
Q1 		$13.5M Sell
667,874
-253,738
-28% -$5.17M 0.02% 696
2020
Q4 		$18.9M Buy
921,612
+394,025
+75% +$8.05M 0.02% 496
2020
Q3 		$10.7M Buy
527,587
+62,349
+13% +$1.27M 0.02% 610
2020
Q2 		$9.43M Buy
465,238
+90,428
+24% +$1.82M 0.02% 609
2020
Q1 		$7.35M Buy
374,810
+142,901
+62% +$2.91M 0.02% 607
2019
Q4 		$4.75M Buy
231,909
+112,411
+94% +$2.31M 0.01% 858
2019
Q3 		$2.46M Buy
+119,498
New +$2.45M 0.01% 1126

Other funds holding LDSF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's LDSF Position: Q2 2026 in Review

LPL Financial reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 2.2% in Q2 2026, selling an estimated $710K and leaving 1,656,476 shares worth $31.3M. The position accounts for 0.01% of the portfolio, ranked #1284.

LPL Financial first reported a position in LDSF in Q3 2019 and has held it in 28 quarters since. The position peaked at $36M in Q1 2022. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

  • LPL Financial held 1,656,476 shares of First Trust Low Duration Strategic Focus ETF worth $31.3M as of Q2 2026.
  • LPL Financial sold 37,442 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $710K.
  • First Trust Low Duration Strategic Focus ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1284 holding.
  • LPL Financial first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and has held it in 28 quarters since.
  • LPL Financial's First Trust Low Duration Strategic Focus ETF position peaked at $36M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.