Steward Partners Investment Advisory’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19 | Hold |
1
| – | – | ﹤0.01% | 4092 |
|
2025
Q1 | $19 | Buy |
+1
| New | +$19 | ﹤0.01% | 3992 |
|
2024
Q3 | – | Sell |
-51,277
| Closed | -$958K | – | 3808 |
|
2024
Q2 | $958K | Hold |
51,277
| – | – | 0.01% | 827 |
|
2024
Q1 | $962K | Hold |
51,277
| – | – | 0.01% | 807 |
|
2023
Q4 | $966K | Hold |
51,277
| – | – | 0.01% | 740 |
|
2023
Q3 | $940K | Hold |
51,277
| – | – | 0.01% | 695 |
|
2023
Q2 | $946K | Hold |
51,277
| – | – | 0.01% | 706 |
|
2023
Q1 | $955K | Buy |
51,277
+48,151
| +1,540% | +$897K | 0.02% | 711 |
|
2022
Q4 | $57.6K | Buy |
3,126
+1,095
| +54% | +$20.2K | ﹤0.01% | 1778 |
|
2022
Q3 | $37K | Buy |
+2,031
| New | +$37K | ﹤0.01% | 1930 |
|