Proactive Wealth Strategies’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Proactive Wealth Strategies’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 Q2	$1.33M	Sell	70,470 -4,022	-5%	-$76.3K	0.21%	99
2026 Q1	$1.41M	Buy	74,492 +35,518	+91%	+$679K	0.26%	86
2025 Q4	$747K	Sell	38,974 -1,174	-3%	-$22.5K	0.3%	77
2025 Q3	$768K	Buy	40,148 +431	+1%	+$8.21K	0.33%	72
2025 Q2	$755K	Buy	39,717 +51	+0.1%	+$961	0.36%	70
2025 Q1	$748K	Buy	39,666 +421	+1%	+$7.93K	0.4%	67
2024 Q4	$737K	Sell	39,245 -1,388	-3%	-$26.2K	0.38%	65
2024 Q3	$779K	Buy	+40,633	New	+$771K	0.43%	61

Other funds holding LDSF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Proactive Wealth Strategies's LDSF Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 5.4% in Q2 2026, selling an estimated $76.3K and leaving 70,470 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #99.

Proactive Wealth Strategies first reported a position in LDSF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2026. 34 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

Proactive Wealth Strategies held 70,470 shares of First Trust Low Duration Strategic Focus ETF worth $1.33M as of Q2 2026.
Proactive Wealth Strategies sold 4,022 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $76.3K.
First Trust Low Duration Strategic Focus ETF made up 0.21% of Proactive Wealth Strategies's portfolio in Q2 2026, its #99 holding.
Proactive Wealth Strategies first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's First Trust Low Duration Strategic Focus ETF position peaked at $1.41M in Q1 2026.
34 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.