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Disclosery

LDSF FIRST TR EXCHNG TRADED FD VI

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LOW DUR STRTGC (fund)

56 managers (56 13F filers) reported a position in LDSF shares at 2026-06-30, 6,410,103 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
56
13F filers
56
New
10
Added
16
Reduced
16
Sold out
5
Shares held by filers
6,410,103

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,712,754$32.4M0.01%+58,17913F-HRTimelineGroup
LPL Financial LLC1,656,476$31.3M0.01%-37,44213F-HRTimeline
Arax Advisory Partners532,477$10.1M0.07%-34,47613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC351,067$6.64M<0.01%-27,40413F-HRTimelineGroup
Capital Asset Advisory Services LLC255,610$4.83M0.17%-9,66913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC255,610$4.83M0.08%new13F-HRTimeline
Sanctuary Advisors, LLC218,357$4.13M0.02%-14,34113F-HRTimeline
MML INVESTORS SERVICES, LLC209,890$3.97M0.01%+45,08713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.143,230$2.71M0.11%+37,62113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC94,555$1.79M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,559$1.77M<0.01%+56813F-HRTimelineGroup
D.A. DAVIDSON & CO.85,469$1.62M0.01%-8713F-HRTimeline
Prospera Financial Services Inc77,559$1.47M0.02%+8413F-HRTimeline
Proactive Wealth Strategies LLC70,470$1.33M0.21%-4,02213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED69,871$1.32M0.08%+7,85913F-HRTimeline
Cetera Investment Advisers47,290$894K<0.01%+16,11213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,613$786K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.40,769$771K0.22%+19,24413F-HRTimeline
RFG Advisory, LLC38,338$725K0.01%-2,48313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,977$680K<0.01%+8,91713F-HRTimeline
Sigma Planning Corp32,208$609K0.02%-2,31713F-HRTimeline
Cambridge Investment Research Advisors,…29,502$558K<0.01%+83213F-HR/ATimeline
Mutual Advisors, LLC28,788$544K0.01%013F-HRTimeline
Private Advisor Group, LLC24,407$461K<0.01%-14,30813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,486$444K<0.01%-4,42313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,261$440K0.01%+9613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,850$337K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,687$334K<0.01%-1313F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC17,203$325K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,628$314K<0.01%+3,90013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,580$294K<0.01%-4,46813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,000$284K<0.01%013F-HRTimelineGroup
XML Financial, LLC14,989$283K0.02%013F-HRTimeline
Geneos Wealth Management Inc.14,820$280K0.01%013F-HRTimeline
Kovack Advisors, Inc.14,532$275K0.01%+16913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,876$206K<0.01%+23713F-HRTimelineGroup
Crusonia Wealth Advisors LLC10,870$205K0.03%013F-HRTimeline
IFP Advisors, Inc10,443$197K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC8,540$161K<0.01%new13F-HRTimeline
Larson Financial Group LLC6,905$131K<0.01%+6713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,887$130K<0.01%+2,40813F-HRTimeline
IFG Advisory, LLC3,966$75K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,885$73.4K<0.01%013F-HRTimeline
Tidemark, LLC2,922$55.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,448$46.3K<0.01%013F-HRTimeline
TD Capital Management LLC2,098$39.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,466$27.7K<0.01%-52613F-HRTimeline
CoreCap Advisors, LLC455$8.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc410$7.75K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.400$7.56K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…308$5.83K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC194$3.67K<0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC144$2.73K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$53<0.01%-11413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%-39113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1$19<0.01%013F-HRTimeline