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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$229K 0.09% 101

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Envestnet Asset Management
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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
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PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Summit Wealth Partners sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2020, closing a stake of 11,243 shares — an estimated $228K sold.

Summit Wealth Partners first reported a position in LDSF in Q1 2020 and held it in 2 quarters. The position peaked at $228K in Q2 2020. 45 funds tracked by Wall St. Rank hold LDSF as of Q3 2020.

  • Summit Wealth Partners reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 11,243 First Trust Low Duration Strategic Focus ETF shares in Q3 2020, an estimated $228K.
  • Summit Wealth Partners first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 2 quarters.
  • Summit Wealth Partners's First Trust Low Duration Strategic Focus ETF position peaked at $228K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2020.

Based on Summit Wealth Partners's 13F filing for Q3 2020, filed 10 Sep 2024.