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Stratos Wealth Partners’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Stratos Wealth Partners’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
2020
Q3 		– Sell
-92,859
Closed -$1.88M – 1041
2020
Q2 		$1.88M Sell
92,859
-7,316
-7% -$147K 0.07% 264
2020
Q1 		$1.97M Buy
100,175
+17,525
+21% +$357K 0.09% 221
2019
Q4 		$1.7M Buy
+82,650
New +$1.7M 0.07% 274

Other funds holding LDSF

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stratos Wealth Partners's LDSF Position: Q3 2020 in Review

Stratos Wealth Partners sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2020, closing a stake of 92,859 shares — an estimated $1.88M sold.

Stratos Wealth Partners first reported a position in LDSF in Q4 2019 and held it in 3 quarters. The position peaked at $1.97M in Q1 2020. 45 funds tracked by Wall St. Rank hold LDSF as of Q3 2020.

  • Stratos Wealth Partners reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 92,859 First Trust Low Duration Strategic Focus ETF shares in Q3 2020, an estimated $1.88M.
  • Stratos Wealth Partners first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2019 and held it in 3 quarters.
  • Stratos Wealth Partners's First Trust Low Duration Strategic Focus ETF position peaked at $1.97M in Q1 2020.
  • 45 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2020.

Based on Stratos Wealth Partners's 13F filing for Q3 2020, filed 29 Oct 2020.