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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

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. 55 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.
55 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.