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Wellington Shields & Co’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Wellington Shields & Co’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
2020
Q2 		– Sell
-11,145
Closed -$219K – 181
2020
Q1 		$219K Buy
+11,145
New +$227K 0.12% 134

Other funds holding LDSF

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wellington Shields & Co's LDSF Position: Q2 2020 in Review

Wellington Shields & Co sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q2 2020, closing a stake of 11,145 shares — an estimated $219K sold.

Wellington Shields & Co first reported a position in LDSF in Q1 2020 and held it in 1 quarter. The position peaked at $219K in Q1 2020. 49 funds tracked by Wall St. Rank hold LDSF as of Q2 2020.

  • Wellington Shields & Co reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q2 2020 after selling out during the quarter.
  • Wellington Shields & Co sold 11,145 First Trust Low Duration Strategic Focus ETF shares in Q2 2020, an estimated $219K.
  • Wellington Shields & Co first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2020 and held it in 1 quarter.
  • Wellington Shields & Co's First Trust Low Duration Strategic Focus ETF position peaked at $219K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2020.

Based on Wellington Shields & Co's 13F filing for Q2 2020, filed 5 Aug 2020.