UBS Group
LDSF icon

UBS Group’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

UBS Group’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
2025
Q1 		– Sell
-1,652
Closed -$31K – 10503
2024
Q4 		$31K Sell
1,652
-8,664
-84% -$164K ﹤0.01% 7581
2024
Q3 		$198K Buy
+10,316
New +$196K ﹤0.01% 5882
2024
Q2 		– Sell
-119
Closed -$2.23K – 9846
2024
Q1 		$2.23K Sell
119
-892
-88% -$16.7K ﹤0.01% 7954
2023
Q4 		$19.1K Buy
+1,011
New +$18.7K ﹤0.01% 7133
2023
Q2 		– Sell
-2,555
Closed -$47.6K – 9311
2023
Q1 		$47.6K Sell
2,555
-2,698
-51% -$50.2K ﹤0.01% 6495
2022
Q4 		$96.9K Buy
5,253
+3,795
+260% +$69.9K ﹤0.01% 6138
2022
Q3 		$27K Sell
1,458
-5,124
-78% -$96.4K ﹤0.01% 7002
2022
Q2 		$123K Buy
6,582
+5,100
+344% +$97.2K ﹤0.01% 5266
2022
Q1 		$29K Buy
+1,482
New +$29.2K ﹤0.01% 7030
2021
Q1 		– Sell
-1,518
Closed -$31K – 9260
2020
Q4 		$31K Buy
+1,518
New +$31K ﹤0.01% 6600
2020
Q3 		– Sell
-325
Closed -$7K – 8231
2020
Q2 		$7K Sell
325
-210
-39% -$4.23K ﹤0.01% 7224
2020
Q1 		$11K Buy
+535
New +$10.9K ﹤0.01% 6868

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.8M AUM 18.07% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group's LDSF Position: Q1 2025 in Review

UBS Group sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q1 2025, closing a stake of 1,652 shares — an estimated $31K sold.

UBS Group first reported a position in LDSF in Q1 2020 and held it in 12 quarters. The position peaked at $198K in Q3 2024. 54 funds tracked by Wall St. Rank hold LDSF as of Q1 2025.

  • UBS Group reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1,652 First Trust Low Duration Strategic Focus ETF shares in Q1 2025, an estimated $31K.
  • UBS Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 12 quarters.
  • UBS Group's First Trust Low Duration Strategic Focus ETF position peaked at $198K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.