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 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	–	644
2022 Q1	$2.68M	Sell	138,311 -15,193	-10%	-$300K	0.25%	79
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAAS

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

StoneX Group's LDSF Position: Q1 2026 in Review

StoneX Group increased its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 35% in Q1 2026, buying an estimated $522K and bringing the position to 105,609 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #153.

StoneX Group first reported a position in LDSF in Q3 2020 and has held it in 9 quarters since. The position peaked at $3.07M in Q4 2021. 51 funds tracked by Wall St. Rank hold LDSF as of Q1 2026.

StoneX Group held 105,609 shares of First Trust Low Duration Strategic Focus ETF worth $2M as of Q1 2026.
StoneX Group bought 27,300 First Trust Low Duration Strategic Focus ETF shares in Q1 2026, an estimated $522K.
First Trust Low Duration Strategic Focus ETF made up 0.11% of StoneX Group's portfolio in Q1 2026, its #153 holding.
StoneX Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2020 and has held it in 9 quarters since.
StoneX Group's First Trust Low Duration Strategic Focus ETF position peaked at $3.07M in Q4 2021.
51 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.