Steward Partners Investment Advisory’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Steward Partners Investment Advisory’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	$19	Hold	1	–	–	﹤0.01%	4615
2026 Q1	$19	Hold	1	–	–	﹤0.01%	4385
2025 Q4	$19	Hold	1	–	–	﹤0.01%	4277
2025 Q3	$19	Hold	1	–	–	﹤0.01%	4234
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%	+$895K	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	+$38.2K	﹤0.01%	1930

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

AAP

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CAAS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's LDSF Position: Q2 2026 in Review

Steward Partners Investment Advisory held its First Trust Low Duration Strategic Focus ETF (LDSF) position steady in Q2 2026 at 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #4615.

Steward Partners Investment Advisory first reported a position in LDSF in Q3 2022 and has held it in 14 quarters since. The position peaked at $966K in Q4 2023. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

Steward Partners Investment Advisory held 1 share of First Trust Low Duration Strategic Focus ETF worth $19 as of Q2 2026.
Steward Partners Investment Advisory left its First Trust Low Duration Strategic Focus ETF share count unchanged in Q2 2026.
First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4615 holding.
Steward Partners Investment Advisory first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's First Trust Low Duration Strategic Focus ETF position peaked at $966K in Q4 2023.
56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.