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Disclosery

LDSF FIRST TR EXCHNG TRADED FD VI

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LOW DUR STRTGC (fund)

51 managers (51 13F filers) reported a position in LDSF shares at 2026-03-31, 6,338,056 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
51
13F filers
51
New
4
Added
18
Reduced
15
Sold out
7
Shares held by filers
6,338,056

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,693,918$32M0.01%+289,82213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,654,575$31.3M0.01%+360,43213F-HRTimelineGroup
Arax Advisory Partners566,953$10.7M0.3%+26,54613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC378,471$7.16M<0.01%+9,68813F-HRTimelineGroup
Capital Asset Advisory Services LLC265,279$5.07M0.19%-9,89113F-HRTimeline
Mariner, LLCin group Mariner, LLC241,798$4.57M0.01%-3,66413F-HRTimelineGroup
Sanctuary Advisors, LLC232,698$4.4M0.02%+65,05013F-HRTimeline
MML INVESTORS SERVICES, LLC164,803$3.12M0.01%-26,62013F-HRTimeline
Independent Advisor Alliance142,513$2.7M0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.105,609$2M0.11%+27,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,991$1.76M<0.01%+4,30313F-HRTimelineGroup
D.A. DAVIDSON & CO.85,556$1.62M0.01%+3,83713F-HRTimeline
Prospera Financial Services Inc77,475$1.47M0.02%+4,89113F-HRTimeline
Proactive Wealth Strategies LLC74,492$1.41M0.26%+35,51813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED62,012$1.17M0.09%-23,34013F-HRTimeline
RFG Advisory, LLC40,821$772K0.01%+1,67713F-HRTimeline
Private Advisor Group, LLC38,715$732K<0.01%+2,88613F-HRTimeline
Sigma Planning Corp34,525$653K0.02%+313F-HRTimeline
Cetera Investment Advisers31,178$590K<0.01%-1,90613F-HRTimeline
Mutual Advisors, LLC28,788$545K0.01%-2,00013F-HRTimeline
Cambridge Investment Research Advisors,…28,670$542K<0.01%-44,79613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,909$528K<0.01%-12,72813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,060$512K<0.01%-2,66813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,165$438K0.02%+613F-HRTimelineGroup
BARRETT & COMPANY, INC.21,525$407K0.14%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,066$380K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,048$380K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,700$335K<0.01%-2,86013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,000$284K<0.01%013F-HRTimelineGroup
XML Financial, LLC14,989$284K0.02%013F-HRTimeline
Geneos Wealth Management Inc.14,820$280K0.01%013F-HRTimeline
Kovack Advisors, Inc.14,363$272K0.01%+16613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,728$241K<0.01%-2,32413F-HRTimelineGroup
Crusonia Wealth Advisors LLC10,870$206K0.04%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,639$201K<0.01%+43313F-HRTimelineGroup
IFP Advisors, Inc10,443$198K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,715$146K<0.01%-20613F-HRTimelineGroup
Larson Financial Group LLC6,838$129K<0.01%-1,91713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,479$84.8K<0.01%+94913F-HRTimeline
Aptus Capital Advisors, LLC3,885$73.5K<0.01%013F-HRTimeline
Tidemark, LLC2,922$55.3K0.01%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 /ADV1,992$37.7K<0.01%-17613F-HRTimeline
MAI Capital Management1,194$22.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc410$7.76K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.400$7.57K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN392$7.41K<0.01%+39113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY116$2.2K<0.01%-96813F-HRTimelineGroup
Steward Partners Investment Advisory, L…1$19<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$19<0.01%013F-HRTimeline