Onyx Bridge Wealth Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Onyx Bridge Wealth 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
2023 Q4	–	Sell	-18,080	Closed	-$332K	–	262
2023 Q3	$332K	Hold	18,080	–	–	0.08%	165
2023 Q2	$333K	Sell	18,080 -1,135	-6%	-$21.1K	0.08%	166
2023 Q1	$358K	Sell	19,215 -2,277	-11%	-$42.3K	0.14%	111
2022 Q4	$399K	Sell	21,492 -11,064	-34%	-$204K	0.16%	96
2022 Q3	$597K	Buy	32,556 +13,555	+71%	+$255K	0.27%	63
2022 Q2	$360K	Buy	19,001 +7,516	+65%	+$143K	0.16%	89
2022 Q1	$221K	Buy	+11,485	New	+$226K	0.08%	129

Other funds holding LDSF

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

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

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

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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