Silver Oak Securities’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Silver Oak Securities’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	$1.32M	Buy	69,871 +7,859	+13%	+$149K	0.08%	236
2026 Q1	$1.17M	Sell	62,012 -23,340	-27%	-$446K	0.09%	226
2025 Q4	$1.64M	Sell	85,352 -3,521	-4%	-$67.4K	0.11%	189
2025 Q3	$1.7M	Buy	+88,873	New	+$1.69M	0.13%	168

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

Silver Oak Securities's LDSF Position: Q2 2026 in Review

Silver Oak Securities increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 13% in Q2 2026, buying an estimated $149K and bringing the position to 69,871 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #236.

Silver Oak Securities first reported a position in LDSF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q3 2025. 55 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

Silver Oak Securities held 69,871 shares of First Trust Low Duration Strategic Focus ETF worth $1.32M as of Q2 2026.
Silver Oak Securities bought 7,859 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $149K.
First Trust Low Duration Strategic Focus ETF made up 0.08% of Silver Oak Securities's portfolio in Q2 2026, its #236 holding.
Silver Oak Securities first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2025 and has held it in 4 quarters since.
Silver Oak Securities's First Trust Low Duration Strategic Focus ETF position peaked at $1.7M in Q3 2025.
55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.