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 Q3	$1.23M	Sell	67,005 -3,465	-5%	-$65.1K	0.19%	106
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 $468B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Proactive Wealth Strategies's LDSF Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 4.9% in Q3 2026, selling an estimated $65.1K and leaving 67,005 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #106.

Proactive Wealth Strategies first reported a position in LDSF in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 36 funds tracked by Wall St. Rank hold LDSF as of Q3 2026.

Proactive Wealth Strategies held 67,005 shares of First Trust Low Duration Strategic Focus ETF worth $1.23M as of Q3 2026.
Proactive Wealth Strategies sold 3,465 First Trust Low Duration Strategic Focus ETF shares in Q3 2026, an estimated $65.1K.
First Trust Low Duration Strategic Focus ETF made up 0.19% of Proactive Wealth Strategies's portfolio in Q3 2026, its #106 holding.
Proactive Wealth Strategies first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Low Duration Strategic Focus ETF position peaked at $1.41M in Q1 2026.
36 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.