Western Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Western Wealth Management’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
2024 Q3	–	Sell	-10,410	Closed	-$195K	–	755
2024 Q2	$195K	Sell	10,410 -1,228	-11%	-$22.9K	0.01%	634
2024 Q1	$218K	Buy	11,638 +28	+0.2%	+$526	0.02%	601
2023 Q4	$219K	Buy	11,610 +15	+0.1%	+$277	0.02%	637
2023 Q3	$213K	Buy	11,595 +20	+0.2%	+$369	0.02%	598
2023 Q2	$213K	Buy	+11,575	New	+$215K	0.02%	600
2023 Q1	–	Sell	-14,389	Closed	-$265K	–	654
2022 Q4	$265K	Sell	14,389 -15,105	-51%	-$278K	0.03%	496
2022 Q3	$543K	Buy	29,494 +11,016	+60%	+$207K	0.03%	451
2022 Q2	$345K	Buy	18,478 +3,620	+24%	+$69K	0.02%	571
2022 Q1	$288K	Buy	+14,858	New	+$293K	0.01%	687

Other funds holding LDSF

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CEDRUS Littleton, Colorado $270M AUM 25.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Western Wealth Management's LDSF Position: Q3 2024 in Review

Western Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2024, closing a stake of 10,410 shares — an estimated $195K sold.

Western Wealth Management first reported a position in LDSF in Q1 2022 and held it in 9 quarters. The position peaked at $543K in Q3 2022. 52 funds tracked by Wall St. Rank hold LDSF as of Q3 2024.

Western Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 10,410 First Trust Low Duration Strategic Focus ETF shares in Q3 2024, an estimated $195K.
Western Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q1 2022 and held it in 9 quarters.
Western Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $543K in Q3 2022.
52 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.