Triton Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Triton Wealth 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
2022 Q2	–	Sell	-16,476	Closed	-$327K	–	91
2022 Q1	$327K	Hold	16,476	–	–	0.17%	69
2021 Q4	$327K	Buy	16,476 +2,713	+20%	+$54.4K	0.17%	69
2021 Q3	$277K	Buy	13,763 +347	+3%	+$7.02K	0.13%	85
2021 Q2	$271K	Sell	13,416 -11,670	-47%	-$237K	0.15%	92
2021 Q1	$509K	Sell	25,086 -4,812	-16%	-$98.1K	0.35%	57
2020 Q4	$611K	Sell	29,898 -2,024	-6%	-$41.4K	0.39%	35
2020 Q3	$651K	Sell	31,922 -2,049	-6%	-$41.8K	0.55%	26
2020 Q2	$694K	Sell	33,971 -29,842	-47%	-$601K	0.72%	26
2020 Q1	$1.28M	Buy	+63,813	New	+$1.3M	2.07%	9

Other funds holding LDSF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Triton Wealth Management's LDSF Position: Q2 2022 in Review

Triton Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2022, closing a stake of 16,476 shares — an estimated $327K sold.

Triton Wealth Management first reported a position in LDSF in Q1 2020 and held it in 9 quarters. The position peaked at $1.28M in Q1 2020. 64 funds tracked by Wall St. Rank hold LDSF as of Q2 2022.

Triton Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2022 after selling out during the quarter.
Triton Wealth Management sold 16,476 First Trust Low Duration Strategic Focus ETF shares in Q2 2022, an estimated $327K.
Triton Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 9 quarters.
Triton Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $1.28M in Q1 2020.
64 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2022.

Based on Triton Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.