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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

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
C
CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return