Synergy Asset Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
Bought
Maintained
Sold
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Synergy Asset Management's LDSF Position: Q3 2023 in Review
Synergy Asset Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2023, closing a stake of 37,088 shares — an estimated $684K sold.
Synergy Asset Management first reported a position in LDSF in Q1 2022 and held it in 3 quarters. The position peaked at $887K in Q1 2022. 60 funds tracked by Wall St. Rank hold LDSF as of Q3 2023.
- Synergy Asset Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2023 after selling out during the quarter.
- Synergy Asset Management sold 37,088 First Trust Low Duration Strategic Focus ETF shares in Q3 2023, an estimated $684K.
- Synergy Asset Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and held it in 3 quarters.
- Synergy Asset Management's First Trust Low Duration Strategic Focus ETF position peaked at $887K in Q1 2022.
- 60 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2023.
Based on Synergy Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.