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 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

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

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

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return