UB
LDSF icon

UMB Bank’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

UMB Bank’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
Q4 		– Sell
-408
Closed -$7.8K – 2310
2025
Q3 		$7.8K Buy
+408
New +$7.77K ﹤0.01% 1763

Other funds holding LDSF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank's LDSF Position: Q4 2025 in Review

UMB Bank sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q4 2025, closing a stake of 408 shares — an estimated $7.8K sold.

UMB Bank first reported a position in LDSF in Q3 2025 and held it in 1 quarter. The position peaked at $7.8K in Q3 2025. 55 funds tracked by Wall St. Rank hold LDSF as of Q4 2025.

  • UMB Bank reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q4 2025 after selling out during the quarter.
  • UMB Bank sold 408 First Trust Low Duration Strategic Focus ETF shares in Q4 2025, an estimated $7.8K.
  • UMB Bank first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2025 and held it in 1 quarter.
  • UMB Bank's First Trust Low Duration Strategic Focus ETF position peaked at $7.8K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.