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
2026
Q3 		$56.4K Buy
+3,061
New +$57.5K ﹤0.01% 7547
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 $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

UBS Group's LDSF Position: Q3 2026 in Review

UBS Group opened a new position in First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2026: 3,061 shares worth $56.4K. The stake represents ﹤0.01% of the portfolio and ranks #7547 among its holdings. This is a return to the name: UBS Group previously reported a position in LDSF as recently as Q4 2024.

UBS Group first reported a position in LDSF in Q1 2020 and has held it in 13 quarters since. The position peaked at $198K in Q3 2024. 36 funds tracked by Wall St. Rank hold LDSF as of Q3 2026.

  • UBS Group held 3,061 shares of First Trust Low Duration Strategic Focus ETF worth $56.4K as of Q3 2026.
  • First Trust Low Duration Strategic Focus ETF was a new UBS Group position in Q3 2026.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7547 holding.
  • UBS Group first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and has held it in 13 quarters since.
  • UBS Group's First Trust Low Duration Strategic Focus ETF position peaked at $198K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.