TWM
LDSF icon

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 $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
C
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