XML Financial’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

XML Financial’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	$283K	Hold	14,989	–	–	0.02%	380
2026 Q1	$284K	Hold	14,989	–	–	0.02%	351
2025 Q4	$287K	Hold	14,989	–	–	0.02%	349
2025 Q3	$287K	Hold	14,989	–	–	0.02%	317
2025 Q2	$285K	Hold	14,989	–	–	0.02%	308
2025 Q1	$283K	Hold	14,989	–	–	0.03%	294
2024 Q4	$281K	Hold	14,989	–	–	0.03%	300
2024 Q3	$287K	Hold	14,989	–	–	0.03%	294
2024 Q2	$280K	Hold	14,989	–	–	0.03%	281
2024 Q1	$281K	Hold	14,989	–	–	0.03%	285
2023 Q4	$282K	Hold	14,989	–	–	0.03%	270
2023 Q3	$275K	Hold	14,989	–	–	0.03%	268
2023 Q2	$276K	Hold	14,989	–	–	0.03%	281
2023 Q1	$279K	Hold	14,989	–	–	0.03%	271
2022 Q4	$276K	Hold	14,989	–	–	0.03%	274
2022 Q3	$275K	Hold	14,989	–	–	0.04%	261
2022 Q2	$280K	Hold	14,989	–	–	0.06%	181
2022 Q1	$291K	Hold	14,989	–	–	0.03%	264
2021 Q4	$300K	Buy	+14,989	New	+$300K	0.04%	261

Other funds holding LDSF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

XML Financial's LDSF Position: Q2 2026 in Review

XML Financial held its First Trust Low Duration Strategic Focus ETF (LDSF) position steady in Q2 2026 at 14,989 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #380.

XML Financial first reported a position in LDSF in Q4 2021 and has held it in 19 quarters since. The position peaked at $300K in Q4 2021. 56 funds tracked by Wall St. Rank hold LDSF as of Q2 2026.

XML Financial held 14,989 shares of First Trust Low Duration Strategic Focus ETF worth $283K as of Q2 2026.
XML Financial left its First Trust Low Duration Strategic Focus ETF share count unchanged in Q2 2026.
First Trust Low Duration Strategic Focus ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #380 holding.
XML Financial first reported a position in First Trust Low Duration Strategic Focus ETF in Q4 2021 and has held it in 19 quarters since.
XML Financial's First Trust Low Duration Strategic Focus ETF position peaked at $300K in Q4 2021.
56 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.