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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
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

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

MAI Capital Management's LDSF Position: Q1 2026 in Review

MAI Capital Management held its First Trust Low Duration Strategic Focus ETF (LDSF) position steady in Q1 2026 at 1,194 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

MAI Capital Management first reported a position in LDSF in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.9K in Q1 2025. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • MAI Capital Management held 1,194 shares of First Trust Low Duration Strategic Focus ETF worth $22.6K as of Q1 2026.
  • MAI Capital Management left its First Trust Low Duration Strategic Focus ETF share count unchanged in Q1 2026.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2721 holding.
  • MAI Capital Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's First Trust Low Duration Strategic Focus ETF position peaked at $31.9K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.