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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MML Investors Services
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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Sigma Planning Corp's LDSF Position: Q1 2026 in Review

Sigma Planning Corp increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 0.01% in Q1 2026, buying an estimated $57 and bringing the position to 34,525 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #739.

Sigma Planning Corp first reported a position in LDSF in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.69M in Q1 2023. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Sigma Planning Corp held 34,525 shares of First Trust Low Duration Strategic Focus ETF worth $653K as of Q1 2026.
  • Sigma Planning Corp bought 3 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $57.
  • First Trust Low Duration Strategic Focus ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #739 holding.
  • Sigma Planning Corp first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2021 and has held it in 21 quarters since.
  • Sigma Planning Corp's First Trust Low Duration Strategic Focus ETF position peaked at $2.69M in Q1 2023.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.