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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 2024-12-31, 5,168,426 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
56
13F filers
56
New
10
Added
14
Reduced
18
Sold out
6
Shares held by filers
5,168,426

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP699,439$13.1M0.01%-3,98313F-HRTimelineGroup
Arax Advisory Partners643,026$12.1M0.76%new13F-HRTimeline
LPL Financial LLC545,675$10.2M<0.01%+18,00313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA358,284$6.72M<0.01%+48,59113F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC314,310$5.9M5.34%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC298,564$5.6M0.14%-1,24913F-HRTimeline
Capital Asset Advisory Services LLC298,388$5.6M0.28%-1,77713F-HRTimeline
Mariner, LLCin group Mariner, LLC232,464$4.36M0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC178,173$3.35M0.1%+137,94613F-HRTimeline
MML INVESTORS SERVICES, LLC162,650$3.05M0.01%-4,14513F-HRTimeline
Sanctuary Advisors, LLC160,120$3.01M0.02%+7,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,406$2.73M<0.01%13F-HR/ATimelineGroup
Sowell Financial Services LLC136,578$2.56M0.13%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,405$2.5M<0.01%-233,21013F-HRTimelineGroup
Cambridge Investment Research Advisors,…125,785$2.36M0.01%-6,04013F-HRTimeline
D.A. DAVIDSON & CO.81,527$1.53M0.01%-5,87813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,331$1.3M<0.01%-15,21513F-HRTimeline
Prospera Financial Services Inc69,281$1.3M0.03%+6,23813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,312$926K<0.01%-21,61113F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,518$854K<0.01%+11,01113F-HRTimelineGroup
Sigma Planning Corp39,329$738K0.02%-37313F-HRTimeline
Proactive Wealth Strategies LLC39,245$737K0.38%-1,38813F-HRTimeline
Cetera Investment Advisers32,857$617K<0.01%-12913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,205$586K0.01%+45813F-HRTimelineGroup
1776 Wealth LLC30,000$563K0.26%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,549$480K0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC22,791$428K<0.01%-12,27913F-HRTimeline
Gladstone Institutional Advisory LLC20,025$376K0.02%+34513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,225$361K<0.01%new13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,039$339K0.03%+1,37313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,692$313K<0.01%new13F-HRTimelineGroup
XML Financial, LLC14,989$281K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC14,821$278K<0.01%013F-HRTimeline
Larson Financial Group LLC14,192$266K0.01%-4,42813F-HRTimeline
Altus Wealth Group LLC12,659$238K0.11%new13F-HRTimeline
Cornerstone Wealth Management, LLC12,310$231K0.02%-1,42813F-HRTimeline
Kraft, Davis & Associates, LLC11,675$219K0.06%-1,02013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,373$213K<0.01%+14313F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,821$109K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,079$95.3K<0.01%+4113F-HRTimeline
Geneos Wealth Management Inc.4,940$92.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,067$76.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,540$66.4K0.01%013F-HRTimeline
Tidemark, LLC2,922$54.8K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,800$33.8K<0.01%-40013F-HRTimeline
MAI Capital Management1,688$31.7K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,652$31K<0.01%-8,66413F-HRTimelineGroup
TD Capital Management LLC1,048$19.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.900$16.9K0.01%13F-HRTimeline
AdvisorNet Financial, Inc410$7.7K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC181$3.4K<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…160$3.01K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$43<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC2$36<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$20<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$10<0.01%+113F-HRTimelineGroup