Principal Securities’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Principal Securities’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
2026 Q1	$335K	Sell	17,700 -2,860	-14%	-$54.7K	﹤0.01%	1148
2025 Q4	$394K	Sell	20,560 -1,998	-9%	-$38.3K	0.01%	1034
2025 Q3	$431K	Sell	22,558 -3,980	-15%	-$75.8K	0.01%	964
2025 Q2	$504K	Sell	26,538 -4,667	-15%	-$88K	0.01%	852
2025 Q1	$586K	Hold	31,205	–	–	0.01%	716
2024 Q4	$586K	Buy	31,205 +458	+1%	+$8.66K	0.01%	714
2024 Q3	$589K	Sell	30,747 -3,856	-11%	-$73.2K	0.01%	702
2024 Q2	$647K	Sell	34,603 -1,180	-3%	-$22K	0.02%	618
2024 Q1	$671K	Sell	35,783 -20,730	-37%	-$389K	0.02%	563
2023 Q4	$1.07M	Buy	+56,513	New	+$1.04M	0.04%	394

Other funds holding LDSF

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

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 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Principal Securities's LDSF Position: Q1 2026 in Review

Principal Securities reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 14% in Q1 2026, selling an estimated $54.7K and leaving 17,700 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Principal Securities first reported a position in LDSF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2023. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

Principal Securities held 17,700 shares of First Trust Low Duration Strategic Focus ETF worth $335K as of Q1 2026.
Principal Securities sold 2,860 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $54.7K.
First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1148 holding.
Principal Securities first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's First Trust Low Duration Strategic Focus ETF position peaked at $1.07M in Q4 2023.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.