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Snowden Capital Advisors’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Snowden Capital Advisors’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
2024
Q4 		– Sell
-22,922
Closed -$439K – 1238
2024
Q3 		$439K Hold
22,922
– – 0.01% 832
2024
Q2 		$428K Hold
22,922
– – 0.01% 817
2024
Q1 		$430K Hold
22,922
– – 0.01% 827
2023
Q4 		$432K Hold
22,922
– – 0.02% 763
2023
Q3 		$420K Sell
22,922
-2,160
-9% -$39.9K 0.02% 722
2023
Q2 		$463K Hold
25,082
– – 0.02% 771
2023
Q1 		$467K Sell
25,082
-4,993
-17% -$92.9K 0.02% 760
2022
Q4 		$555K Sell
30,075
-3,589
-11% -$66.1K 0.02% 665
2022
Q3 		$618K Hold
33,664
– – 0.03% 573
2022
Q2 		$629K Sell
33,664
-12,110
-26% -$231K 0.03% 544
2022
Q1 		$888K Hold
45,774
– – 0.04% 471
2021
Q4 		$915K Sell
45,774
-394
-0.9% -$7.9K 0.05% 349
2021
Q3 		$931K Buy
46,168
+14,270
+45% +$289K 0.05% 385
2021
Q2 		$647K Buy
31,898
+712
+2% +$14.4K 0.03% 470
2021
Q1 		$631K Buy
31,186
+4,643
+17% +$94.6K 0.04% 433
2020
Q4 		$543K Buy
26,543
+7,335
+38% +$150K 0.04% 421
2020
Q3 		$391K Buy
19,208
+4,897
+34% +$100K 0.03% 430
2020
Q2 		$290K Hold
14,311
– – 0.02% 470
2020
Q1 		$281K Hold
14,311
– – 0.03% 443
2019
Q4 		$293K Buy
14,311
+2,430
+20% +$49.9K 0.03% 488
2019
Q3 		$244K Hold
11,881
– – 0.02% 462
2019
Q2 		$243K Buy
+11,881
New +$243K 0.02% 452

Other funds holding LDSF

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
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
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Snowden Capital Advisors's LDSF Position: Q4 2024 in Review

Snowden Capital Advisors sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2024, closing a stake of 22,922 shares — an estimated $439K sold.

Snowden Capital Advisors first reported a position in LDSF in Q2 2019 and held it in 22 quarters. The position peaked at $931K in Q3 2021. 56 funds tracked by Wall St. Rank hold LDSF as of Q4 2024.

  • Snowden Capital Advisors reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 22,922 First Trust Low Duration Strategic Focus ETF shares in Q4 2024, an estimated $439K.
  • Snowden Capital Advisors first reported a position in First Trust Low Duration Strategic Focus ETF in Q2 2019 and held it in 22 quarters.
  • Snowden Capital Advisors's First Trust Low Duration Strategic Focus ETF position peaked at $931K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.