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Disclosery

LDSF FIRST TR EXCHNG TRADED FD VI

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LOW DUR STRTGC (fund)

55 managers (55 13F filers) reported a position in LDSF shares at 2025-12-31, 5,807,507 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
55
13F filers
55
New
5
Added
15
Reduced
21
Sold out
8
Shares held by filers
5,807,507

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC1,404,096$26.9M0.01%+285,20113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,294,143$24.8M<0.01%+250,57613F-HRTimelineGroup
Arax Advisory Partners540,407$10.4M0.3%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC368,783$7.06M<0.01%+28,24913F-HRTimelineGroup
Capital Asset Advisory Services LLC275,170$5.27M0.21%-8,53813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC271,256$5.2M0.09%-12,94913F-HR/ATimeline
Mariner, LLCin group Mariner, LLC245,462$4.7M0.01%+4,59013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC191,423$3.67M0.01%+7,16813F-HRTimeline
Sanctuary Advisors, LLC167,648$3.21M0.02%-1,88913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,688$1.7M<0.01%-6,45813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED85,352$1.64M0.11%-3,52113F-HRTimeline
D.A. DAVIDSON & CO.81,719$1.57M0.01%-2,37013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.78,309$1.5M0.07%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…73,466$1.41M<0.01%-59613F-HRTimeline
Prospera Financial Services Inc72,584$1.39M0.02%-1,83913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,637$778K<0.01%-5,03613F-HRTimelineGroup
RFG Advisory, LLC39,144$750K0.01%+6,86113F-HRTimeline
Proactive Wealth Strategies LLC38,974$747K0.3%-1,17413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,706$741K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC35,829$686K<0.01%+7213F-HRTimeline
Sigma Planning Corp34,522$661K0.02%-4013F-HRTimeline
Cetera Investment Advisers33,084$634K<0.01%-4,63913F-HRTimeline
Mutual Advisors, LLC30,788$590K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,728$569K<0.01%-20,69213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,159$444K0.02%+17,34713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,560$394K0.01%-1,99813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,048$384K<0.01%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC19,693$377K0.24%+3,40713F-HRTimeline
Gladstone Institutional Advisory LLC16,026$307K0.01%-1,79713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,052$288K<0.01%+2,34613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,000$287K<0.01%013F-HRTimelineGroup
XML Financial, LLC14,989$287K0.02%013F-HRTimeline
Geneos Wealth Management Inc.14,820$284K0.01%013F-HRTimeline
Kovack Advisors, Inc.14,197$272K0.01%new13F-HR/ATimeline
Crusonia Wealth Advisors LLC10,870$208K0.05%13F-HRTimeline
Altus Wealth Group LLC10,711$205K0.08%-1,37813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,206$195K<0.01%+3813F-HRTimelineGroup
Larson Financial Group LLC8,755$168K0.01%-23013F-HRTimeline
CWM, LLCin group CWM, LLC7,921$152K<0.01%+2,64113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,250$101K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,885$74.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,530$67.6K<0.01%+31313F-HRTimeline
Tidemark, LLC2,922$56K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,448$46.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,168$41.5K<0.01%-3,97813F-HRTimeline
TD Capital Management LLC2,098$40.2K<0.01%+1,05013F-HRTimeline
MAI Capital Management1,194$22.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,084$20.8K<0.01%-98313F-HR/ATimelineGroup
AdvisorNet Financial, Inc410$7.85K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.400$7.66K<0.01%-40013F-HRTimeline
Global Retirement Partners, LLC189$3.63K<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1$20<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1$19<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$19<0.01%-113F-HRTimeline