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Wealth Enhancement & Preservation of GA’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Wealth Enhancement & Preservation of GA’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
-220,752
Closed -$4.29M – 56
2022
Q1 		$4.29M Buy
+220,752
New +$4.35M 3.3% 8

Other funds holding LDSF

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $21.5B AUM 26.98% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 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 $424B AUM 22.96% 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

Wealth Enhancement & Preservation of GA's LDSF Position: Q2 2022 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2022, closing a stake of 220,752 shares — an estimated $4.29M sold.

Wealth Enhancement & Preservation of GA first reported a position in LDSF in Q1 2022 and held it in 1 quarter. The position peaked at $4.29M in Q1 2022. 64 funds tracked by Wall St. Rank hold LDSF as of Q2 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 220,752 First Trust Low Duration Strategic Focus ETF shares in Q2 2022, an estimated $4.29M.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Low Duration Strategic Focus ETF position peaked at $4.29M in Q1 2022.
  • 64 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2022, filed 22 Sep 2022.