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LDSF icon

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

NewEdge 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
2024
Q1 		– Sell
-17,270
Closed -$325K – 3908
2023
Q4 		$325K Hold
17,270
– – ﹤0.01% 1508
2023
Q3 		$317K Hold
17,270
– – ﹤0.01% 1400
2023
Q2 		$318K Sell
17,270
-805
-4% -$15K ﹤0.01% 1428
2023
Q1 		$337K Buy
18,075
+11,367
+169% +$211K ﹤0.01% 1321
2022
Q4 		$109K Sell
6,708
-16,872
-72% -$311K ﹤0.01% 1409
2022
Q3 		$433K Buy
+23,580
New +$444K 0.01% 1038

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NewEdge Advisors's LDSF Position: Q1 2024 in Review

NewEdge Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2024, closing a stake of 17,270 shares — an estimated $325K sold.

NewEdge Advisors first reported a position in LDSF in Q3 2022 and held it in 6 quarters. The position peaked at $433K in Q3 2022. 57 funds tracked by Wall St. Rank hold LDSF as of Q1 2024.

  • NewEdge Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 17,270 First Trust Low Duration Strategic Focus ETF shares in Q1 2024, an estimated $325K.
  • NewEdge Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2022 and held it in 6 quarters.
  • NewEdge Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $433K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.