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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Onyx Bridge Wealth Group's LDSF Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2023, closing a stake of 18,080 shares — an estimated $332K sold.

Onyx Bridge Wealth Group first reported a position in LDSF in Q1 2022 and held it in 7 quarters. The position peaked at $597K in Q3 2022. 69 funds tracked by Wall St. Rank hold LDSF as of Q4 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 18,080 First Trust Low Duration Strategic Focus ETF shares in Q4 2023, an estimated $332K.
Onyx Bridge Wealth Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and held it in 7 quarters.
Onyx Bridge Wealth Group's First Trust Low Duration Strategic Focus ETF position peaked at $597K in Q3 2022.
69 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.