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

Summit Wealth Partners’s Portfolio LDSF Stock Details LDSF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,243
Closed -$228K – 153
2020
Q2 		$228K Hold
11,243
– – 0.07% 132
2020
Q1 		$221K Buy
+11,243
New +$221K 0.09% 101