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Disclosery

LDSF FIRST TR EXCHNG TRADED FD VI

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LOW DUR STRTGC (fund)

57 managers (57 13F filers) reported a position in LDSF shares at 2025-09-30, 4,735,913 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
57
13F filers
57
New
8
Added
16
Reduced
22
Sold out
2
Shares held by filers
4,735,913

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC1,118,895$21.4M0.01%+124,49813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,043,567$20M<0.01%+110,79813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC340,534$6.51M<0.01%+39,11413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC284,205$5.43M0.11%+2,03213F-HRTimeline
Capital Asset Advisory Services LLC283,708$5.42M0.23%+3,30613F-HRTimeline
Mariner, LLCin group Mariner, LLC240,872$4.61M0.01%+3,08413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC184,255$3.52M0.01%+7,97313F-HRTimeline
Sanctuary Advisors, LLC169,537$3.24M0.02%-3,55813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,146$1.82M<0.01%-2,81113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED88,873$1.7M0.13%new13F-HRTimeline
D.A. DAVIDSON & CO.84,089$1.61M0.01%-4,04313F-HRTimeline
Prospera Financial Services Inc74,423$1.42M0.02%+3,21313F-HRTimeline
Cambridge Investment Research Advisors,…74,062$1.42M<0.01%-74313F-HRTimeline
IFG Advisory, LLC72,019$1.38M0.06%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,420$964K<0.01%-4,20213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,673$873K<0.01%+16,12813F-HRTimelineGroup
Proactive Wealth Strategies LLC40,148$768K0.33%+43113F-HRTimeline
Cetera Investment Advisers37,723$721K<0.01%+19313F-HRTimeline
Private Advisor Group, LLC35,757$684K<0.01%-42213F-HRTimeline
Sigma Planning Corp34,562$661K0.02%-3,26613F-HRTimeline
RFG Advisory, LLC32,283$617K0.01%new13F-HRTimeline
Mutual Advisors, LLC30,788$589K0.01%-30,61513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,554$508K<0.01%-25,13613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,558$431K0.01%-3,98013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,048$383K<0.01%+86613F-HRTimeline
Gladstone Institutional Advisory LLC17,823$341K0.01%-3313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,509$335K<0.01%+1,89013F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC16,286$311K0.2%-288,24413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,000$287K0.01%new13F-HRTimelineGroup
XML Financial, LLC14,989$287K0.02%013F-HRTimeline
Geneos Wealth Management Inc.14,820$283K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,706$243K<0.01%+7,52613F-HRTimelineGroup
OneDigital Investment Advisors LLC12,567$240K<0.01%-2,25413F-HRTimeline
Cornerstone Wealth Management, LLC12,376$237K0.01%+2213F-HRTimeline
Altus Wealth Group LLC12,089$231K0.09%-39213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,168$194K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC8,985$172K0.01%-2,45513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,146$118K0.01%-14,37513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,812$111K0.01%-13913F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,280$101K<0.01%-30013F-HRTimelineGroup
Aptus Capital Advisors, LLC3,885$74.3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,567$68.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,217$61.5K<0.01%-2,11113F-HRTimeline
Tidemark, LLC2,922$55.9K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,448$46.8K<0.01%-54613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,067$39.5K<0.01%-3,57113F-HR/ATimelineGroup
MAI Capital Management1,194$22.8K<0.01%013F-HRTimeline
TD Capital Management LLC1,048$20K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.800$15.3K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…500$9.56K<0.01%-30013F-HRTimeline
AdvisorNet Financial, Inc410$7.84K<0.01%013F-HRTimeline
UMB Bank, n.a.408$7.8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC187$3.58K<0.01%+213F-HRTimeline
Sound Income Strategies, LLC2$38<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$20<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$19<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%013F-HRTimelineGroup