StoneX Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

StoneX Group’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	$2.71M	Buy	143,230 +37,621	+36%	+$713K	0.11%	151
2026 Q1	$2M	Buy	105,609 +27,300	+35%	+$522K	0.11%	153
2025 Q4	$1.5M	Buy	+78,309	New	+$1.5M	0.07%	246
2022 Q2	–	Sell	-138,311	Closed	-$2.68M	–	777
2022 Q1	$2.68M	Sell	138,311 -15,193	-10%	-$300K	0.22%	97
2021 Q4	$3.07M	Buy	153,504 +10,903	+8%	+$219K	0.35%	61
2021 Q3	$2.88M	Buy	142,601 +27,762	+24%	+$561K	0.41%	48
2021 Q2	$2.33M	Buy	114,839 +56,934	+98%	+$1.16M	0.35%	57
2021 Q1	$1.17M	Buy	57,905 +38,542	+199%	+$786K	0.21%	93
2020 Q4	$396K	Buy	19,363 +2,748	+17%	+$56.2K	0.09%	222
2020 Q3	$338K	Buy	+16,615	New	+$339K	0.11%	214

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

KAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

StoneX Group's LDSF Position: Q2 2026 in Review

StoneX Group increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 36% in Q2 2026, buying an estimated $713K and bringing the position to 143,230 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #151.

StoneX Group first reported a position in LDSF in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.07M in Q4 2021. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

StoneX Group held 143,230 shares of First Trust Low Duration Strategic Focus ETF worth $2.71M as of Q2 2026.
StoneX Group bought 37,621 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $713K.
First Trust Low Duration Strategic Focus ETF made up 0.11% of StoneX Group's portfolio in Q2 2026, its #151 holding.
StoneX Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2020 and has held it in 10 quarters since.
StoneX Group's First Trust Low Duration Strategic Focus ETF position peaked at $3.07M in Q4 2021.
56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.