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Sigma Planning Corp’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Sigma Planning Corp’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 		$609K Sell
32,208
-2,317
-7% -$43.9K 0.02% 830
2026
Q1 		$653K Buy
34,525
+3
+0% +$57 0.02% 739
2025
Q4 		$661K Sell
34,522
-40
-0.1% -$766 0.02% 698
2025
Q3 		$661K Sell
34,562
-3,266
-9% -$62.2K 0.02% 699
2025
Q2 		$719K Sell
37,828
-1,404
-4% -$26.5K 0.02% 630
2025
Q1 		$740K Sell
39,232
-97
-0.2% -$1.83K 0.02% 583
2024
Q4 		$738K Sell
39,329
-373
-0.9% -$7.05K 0.02% 592
2024
Q3 		$761K Sell
39,702
-643
-2% -$12.2K 0.02% 584
2024
Q2 		$754K Sell
40,345
-2,916
-7% -$54.4K 0.02% 567
2024
Q1 		$811K Buy
43,261
+17,655
+69% +$331K 0.03% 568
2023
Q4 		$483K Sell
25,606
-22,559
-47% -$416K 0.04% 463
2023
Q3 		$883K Sell
48,165
-18,021
-27% -$333K 0.03% 499
2023
Q2 		$1.22M Sell
66,186
-78,390
-54% -$1.46M 0.04% 402
2023
Q1 		$2.69M Buy
144,576
+110,521
+325% +$2.06M 0.09% 236
2022
Q4 		$628K Buy
34,055
+1,137
+3% +$21K 0.02% 672
2022
Q3 		$605K Sell
32,918
-1,650
-5% -$31.1K 0.02% 657
2022
Q2 		$646K Sell
34,568
-849
-2% -$16.2K 0.02% 648
2022
Q1 		$687K Buy
35,417
+145
+0.4% +$2.86K 0.02% 699
2021
Q4 		$706K Sell
35,272
-67
-0.2% -$1.34K 0.02% 685
2021
Q3 		$712K Buy
35,339
+97
+0.3% +$1.96K 0.02% 666
2021
Q2 		$715K Buy
35,242
+1,052
+3% +$21.4K 0.02% 678
2021
Q1 		$692K Buy
+34,190
New +$697K 0.02% 634

Other funds holding LDSF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sigma Planning Corp's LDSF Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 6.7% in Q2 2026, selling an estimated $43.9K and leaving 32,208 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #830.

Sigma Planning Corp first reported a position in LDSF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.69M in Q1 2023. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

  • Sigma Planning Corp held 32,208 shares of First Trust Low Duration Strategic Focus ETF worth $609K as of Q2 2026.
  • Sigma Planning Corp sold 2,317 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $43.9K.
  • First Trust Low Duration Strategic Focus ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #830 holding.
  • Sigma Planning Corp first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and has held it in 22 quarters since.
  • Sigma Planning Corp's First Trust Low Duration Strategic Focus ETF position peaked at $2.69M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.