Synergy Asset Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Synergy Asset Management’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
2023 Q3	–	Sell	-37,088	Closed	-$684K	–	144
2023 Q2	$684K	Sell	37,088 -4,430	-11%	-$82.4K	0.17%	64
2023 Q1	$773K	Buy	+41,518	New	+$772K	0.19%	69
2022 Q2	–	Sell	-45,695	Closed	-$887K	–	113
2022 Q1	$887K	Buy	+45,695	New	+$901K	0.21%	57

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Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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