Wealth Enhancement Advisory Services
LDSF icon

Wealth Enhancement Advisory Services’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$294K Sell
15,580
-4,468
-22% -$84.7K ﹤0.01% 3227
2026
Q1 		$380K Hold
20,048
– – ﹤0.01% 2558
2025
Q4 		$384K Hold
20,048
– – ﹤0.01% 2699
2025
Q3 		$383K Buy
20,048
+866
+5% +$16.5K ﹤0.01% 2580
2025
Q2 		$364K Sell
19,182
-43
-0.2% -$811 ﹤0.01% 2467
2025
Q1 		$363K Hold
19,225
– – ﹤0.01% 2295
2024
Q4 		$361K Buy
+19,225
New +$363K ﹤0.01% 2229

Other funds holding LDSF

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's LDSF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Low Duration Strategic Focus ETF (LDSF) stake by 22% in Q2 2026, selling an estimated $84.7K and leaving 15,580 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

Wealth Enhancement Advisory Services first reported a position in LDSF in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q4 2025. 4 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,580 shares of First Trust Low Duration Strategic Focus ETF worth $294K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,468 First Trust Low Duration Strategic Focus ETF shares in Q2 2026, an estimated $84.7K.
  • First Trust Low Duration Strategic Focus ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3227 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Low Duration Strategic Focus ETF position peaked at $384K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.