Next Financial Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Next Financial Group’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
2021 Q4	$5K	Hold	228	–	–	﹤0.01%	2426
2021 Q3	$5K	Hold	228	–	–	﹤0.01%	2264
2021 Q2	$5K	Hold	228	–	–	﹤0.01%	2200
2021 Q1	$5K	Hold	228	–	–	﹤0.01%	2106
2020 Q4	$5K	Hold	228	–	–	﹤0.01%	1990
2020 Q3	$5K	Buy	+228	New	+$4.66K	﹤0.01%	1848
2020 Q2	–	Sell	-991	Closed	-$19K	–	1308
2020 Q1	$19K	Sell	991 -638	-39%	-$13K	﹤0.01%	1294
2019 Q4	$33K	Sell	1,629 -10,198	-86%	-$209K	﹤0.01%	1355
2019 Q3	$243K	Buy	+11,827	New	+$243K	0.03%	585

Other funds holding LDSF

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Next Financial Group's LDSF Position: Q4 2021 in Review

Next Financial Group held its First Trust Low Duration Strategic Focus ETF (LDSF) position steady in Q4 2021 at 228 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Next Financial Group first reported a position in LDSF in Q3 2019 and has held it in 9 quarters since. The position peaked at $243K in Q3 2019. 61 funds tracked by Wall St. Rank hold LDSF as of Q4 2021.

Next Financial Group held 228 shares of First Trust Low Duration Strategic Focus ETF worth $5K as of Q4 2021.
Next Financial Group left its First Trust Low Duration Strategic Focus ETF share count unchanged in Q4 2021.
First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2426 holding.
Next Financial Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2019 and has held it in 9 quarters since.
Next Financial Group's First Trust Low Duration Strategic Focus ETF position peaked at $243K in Q3 2019.
61 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.