MAI Capital Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

MAI Capital Management’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	–	Sell	-1,194	Closed	-$22.6K	–	3534
2026 Q1	$22.6K	Hold	1,194	–	–	﹤0.01%	2721
2025 Q4	$22.9K	Hold	1,194	–	–	﹤0.01%	2443
2025 Q3	$22.8K	Hold	1,194	–	–	﹤0.01%	2348
2025 Q2	$22.7K	Sell	1,194 -494	-29%	-$9.31K	﹤0.01%	2290
2025 Q1	$31.9K	Hold	1,688	–	–	﹤0.01%	1970
2024 Q4	$31.7K	Buy	+1,688	New	+$31.9K	﹤0.01%	2002

Other funds holding LDSF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

MAI Capital Management's LDSF Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2026, closing a stake of 1,194 shares — an estimated $22.6K sold.

MAI Capital Management first reported a position in LDSF in Q4 2024 and held it in 6 quarters. The position peaked at $31.9K in Q1 2025. 55 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

MAI Capital Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,194 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $22.6K.
MAI Capital Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Low Duration Strategic Focus ETF position peaked at $31.9K in Q1 2025.
55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.