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

OneDigital Investment 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
2025
Q4 		– Sell
-12,567
Closed -$240K – 1559
2025
Q3 		$240K Sell
12,567
-2,254
-15% -$42.9K ﹤0.01% 1330
2025
Q2 		$282K Hold
14,821
– – ﹤0.01% 1201
2025
Q1 		$280K Hold
14,821
– – ﹤0.01% 1145
2024
Q4 		$278K Hold
14,821
– – ﹤0.01% 1166
2024
Q3 		$284K Hold
14,821
– – ﹤0.01% 1183
2024
Q2 		$277K Sell
14,821
-68,838
-82% -$1.28M ﹤0.01% 1148
2024
Q1 		$1.57M Buy
83,659
+11,658
+16% +$219K 0.02% 391
2023
Q4 		$1.36M Sell
72,001
-1,226
-2% -$22.6K 0.02% 388
2023
Q3 		$1.34M Buy
73,227
+30,625
+72% +$566K 0.03% 358
2023
Q2 		$786K Buy
42,602
+13,925
+49% +$259K 0.02% 479
2023
Q1 		$534K Buy
28,677
+17,677
+161% +$329K 0.01% 594
2022
Q4 		$203K Buy
+11,000
New +$203K 0.01% 776
2020
Q3 		– Sell
-52,044
Closed -$1.05M – 695
2020
Q2 		$1.05M Sell
52,044
-59,581
-53% -$1.2M 0.08% 202
2020
Q1 		$2.19M Sell
111,625
-3,195
-3% -$65K 0.19% 110
2019
Q4 		$2.35M Buy
114,820
+7,303
+7% +$150K 0.19% 115
2019
Q3 		$2.21M Buy
107,517
+7,686
+8% +$158K 0.2% 106
2019
Q2 		$2.04M Buy
99,831
+12,825
+15% +$262K 0.16% 89
2019
Q1 		$1.77M Buy
+87,006
New +$1.77M 0.26% 79

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's LDSF Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2025, closing a stake of 12,567 shares — an estimated $240K sold.

OneDigital Investment Advisors first reported a position in LDSF in Q1 2019 and held it in 18 quarters. The position peaked at $2.35M in Q4 2019. 55 funds tracked by Wall St. Rank hold LDSF as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 12,567 First Trust Low Duration Strategic Focus ETF shares in Q4 2025, an estimated $240K.
  • OneDigital Investment Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2019 and held it in 18 quarters.
  • OneDigital Investment Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $2.35M in Q4 2019.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.