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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
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

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

Silver Oak Securities's LDSF Position: Q1 2026 in Review

Silver Oak Securities reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 27% in Q1 2026, selling an estimated $446K and leaving 62,012 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #226.

Silver Oak Securities first reported a position in LDSF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q3 2025. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

  • Silver Oak Securities held 62,012 shares of First Trust Low Duration Strategic Focus ETF worth $1.17M as of Q1 2026.
  • Silver Oak Securities sold 23,340 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $446K.
  • First Trust Low Duration Strategic Focus ETF made up 0.09% of Silver Oak Securities's portfolio in Q1 2026, its #226 holding.
  • Silver Oak Securities first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2025 and has held it in 3 quarters since.
  • Silver Oak Securities's First Trust Low Duration Strategic Focus ETF position peaked at $1.7M in Q3 2025.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.