Stifel Financial
LDSF icon

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

Stifel Financial’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
Q1 		– Sell
-699,439
Closed -$13.1M – 3490
2024
Q4 		$13.1M Sell
699,439
-3,983
-0.6% -$75.3K 0.01% 751
2024
Q3 		$13.5M Sell
703,422
-1,702,311
-71% -$32.3M 0.01% 748
2024
Q2 		$45M Buy
+2,405,733
New +$44.9M 0.05% 322
2024
Q1 		– Sell
-13,707
Closed -$258K – 3385
2023
Q4 		$258K Buy
+13,707
New +$253K ﹤0.01% 2924
2022
Q3 		– Sell
-641,646
Closed -$12M – 3345
2022
Q2 		$12M Sell
641,646
-922,273
-59% -$17.6M 0.02% 598
2022
Q1 		$30.4M Buy
1,563,919
+74,842
+5% +$1.48M 0.04% 371
2021
Q4 		$29.8M Buy
1,489,077
+1,474,306
+9,981% +$29.6M 0.04% 380
2021
Q3 		$298K Sell
14,771
-238,981
-94% -$4.83M ﹤0.01% 2909
2021
Q2 		$5.15M Buy
253,752
+22,393
+10% +$454K 0.01% 1010
2021
Q1 		$4.68M Buy
231,359
+31,852
+16% +$649K 0.01% 999
2020
Q4 		$4.08M Buy
199,507
+19,547
+11% +$399K 0.01% 973
2020
Q3 		$3.67M Buy
179,960
+48,640
+37% +$993K 0.01% 906
2020
Q2 		$2.66M Buy
131,320
+4,985
+4% +$100K 0.01% 1017
2020
Q1 		$2.48M Buy
+126,335
New +$2.57M 0.01% 944

Other funds holding LDSF

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
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
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
SA
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

Stifel Financial's LDSF Position: Q1 2025 in Review

Stifel Financial sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2025, closing a stake of 699,439 shares — an estimated $13.1M sold.

Stifel Financial first reported a position in LDSF in Q1 2020 and held it in 14 quarters. The position peaked at $45M in Q2 2024. 54 funds tracked by Wall St. Rank hold LDSF as of Q1 2025.

  • Stifel Financial reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 699,439 First Trust Low Duration Strategic Focus ETF shares in Q1 2025, an estimated $13.1M.
  • Stifel Financial first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 14 quarters.
  • Stifel Financial's First Trust Low Duration Strategic Focus ETF position peaked at $45M in Q2 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.