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Sowell Financial Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Sowell Financial Services’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
2025
Q2 		– Sell
-137,979
Closed -$2.6M – 1077
2025
Q1 		$2.6M Buy
137,979
+1,401
+1% +$26.4K 0.12% 178
2024
Q4 		$2.56M Buy
+136,578
New +$2.58M 0.13% 167

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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
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Sowell Financial Services's LDSF Position: Q2 2025 in Review

Sowell Financial Services sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2025, closing a stake of 137,979 shares — an estimated $2.6M sold.

Sowell Financial Services first reported a position in LDSF in Q4 2024 and held it in 2 quarters. The position peaked at $2.6M in Q1 2025. 51 funds tracked by Wall St. Rank hold LDSF as of Q2 2025.

  • Sowell Financial Services reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 137,979 First Trust Low Duration Strategic Focus ETF shares in Q2 2025, an estimated $2.6M.
  • Sowell Financial Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and held it in 2 quarters.
  • Sowell Financial Services's First Trust Low Duration Strategic Focus ETF position peaked at $2.6M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.