Mutual Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Mutual Advisors’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	$545K	Sell	28,788 -2,000	-6%	-$38.2K	0.01%	845
2025 Q4	$590K	Hold	30,788	–	–	0.01%	803
2025 Q3	$589K	Sell	30,788 -30,615	-50%	-$583K	0.01%	780
2025 Q2	$1.16M	Sell	61,403 -152,692	-71%	-$2.88M	0.03%	449
2025 Q1	$4.03M	Buy	214,095 +35,922	+20%	+$677K	0.12%	178
2024 Q4	$3.35M	Buy	178,173 +137,946	+343%	+$2.61M	0.1%	190
2024 Q3	$760K	Hold	40,227	–	–	0.02%	571
2024 Q2	$758K	Sell	40,227 -166,351	-81%	-$3.1M	0.02%	572
2024 Q1	$3.87M	Sell	206,578 -21,786	-10%	-$409K	0.12%	156
2023 Q4	$4.3M	Buy	228,364 +759	+0.3%	+$14K	0.15%	147
2023 Q3	$4.17M	Buy	227,605 +4,662	+2%	+$86.1K	0.16%	127
2023 Q2	$4.11M	Sell	222,943 -1,708	-0.8%	-$31.8K	0.16%	128
2023 Q1	$4.19M	Buy	224,651 +215	+0.1%	+$4K	0.17%	119
2022 Q4	$4.14M	Buy	224,436 +1,667	+0.7%	+$30.7K	0.19%	119
2022 Q3	$4.09M	Sell	222,769 -51	-0%	-$960	0.21%	98
2022 Q2	$4.17M	Buy	222,820 +817	+0.4%	+$15.6K	0.28%	82
2022 Q1	$4.31M	Sell	222,003 -5,304	-2%	-$105K	0.24%	86
2021 Q4	$4.55M	Sell	227,307 -10,160	-4%	-$204K	0.24%	89
2021 Q3	$4.79M	Buy	237,467 +7,811	+3%	+$158K	0.28%	78
2021 Q2	$4.66M	Buy	229,656 +76,034	+49%	+$1.54M	0.28%	84
2021 Q1	$3.11M	Buy	153,622 +13,092	+9%	+$267K	0.21%	109
2020 Q4	$2.88M	Buy	140,530 +35,950	+34%	+$735K	0.21%	103
2020 Q3	$2.13M	Buy	104,580 +75,632	+261%	+$1.54M	0.18%	133
2020 Q2	$587K	Buy	+28,948	New	+$583K	0.06%	348

Other funds holding LDSF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Mutual Advisors's LDSF Position: Q1 2026 in Review

Mutual Advisors reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 6.5% in Q1 2026, selling an estimated $38.2K and leaving 28,788 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #845.

Mutual Advisors first reported a position in LDSF in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.79M in Q3 2021. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Mutual Advisors held 28,788 shares of First Trust Low Duration Strategic Focus ETF worth $545K as of Q1 2026.
Mutual Advisors sold 2,000 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $38.2K.
First Trust Low Duration Strategic Focus ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #845 holding.
Mutual Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2020 and has held it in 24 quarters since.
Mutual Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $4.79M in Q3 2021.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.