FIRST TR LOW DURATION ST-ETF LDSF
$18.89
+0.1% 52w: $18.05 – $18.92
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data18.0518.4818.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
51
-4 QoQ
13F value
$120.0M
+7.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LDSF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.7M | $32.0M | 0.0% | +20.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $31.3M | 0.0% | +27.9% |
| Arax Advisory Partners | Wealth advisor | 567.0K | $10.7M | 0.3% | +4.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 378.5K | $7.2M | 0.0% | +2.6% |
| Capital Asset Advisory Services LLC | Wealth advisor | 265.3K | $5.1M | 0.2% | -3.6% |
| Mariner, LLC | Diversified mechanical | 241.8K | $4.6M | 0.0% | -1.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 232.7K | $4.4M | 0.0% | +38.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 164.8K | $3.1M | 0.0% | -13.9% |
| Independent Advisor Alliance | Wealth advisor | 142.5K | $2.7M | 0.0% | New |
| StoneX Group Inc. | Wealth advisor | 105.6K | $2.0M | 0.1% | +34.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 93.0K | $1.8M | 0.0% | +4.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 85.6K | $1.6M | 0.0% | +4.7% |
| Prospera Financial Services Inc | Diversified mechanical | 77.5K | $1.5M | 0.0% | +6.7% |
| Proactive Wealth Strategies LLC | Wealth advisor | 74.5K | $1.4M | 0.3% | +91.1% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 62.0K | $1.2M | 0.1% | -27.3% |
| RFG Advisory, LLC | Wealth advisor | 40.8K | $772K | 0.0% | +4.3% |
| Private Advisor Group, LLC | Wealth advisor | 38.7K | $732K | 0.0% | +8.1% |
| Sigma Planning Corp | Wealth advisor | 34.5K | $653K | 0.0% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 31.2K | $590K | 0.0% | -5.8% |
| Mutual Advisors, LLC | Wealth advisor | 28.8K | $545K | 0.0% | -6.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 28.7K | $542K | 0.0% | -61.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.9K | $528K | 0.0% | -31.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 27.1K | $512K | 0.0% | -9.0% |
| Ameritas Advisory Services, LLC | Wealth advisor | 23.2K | $438K | 0.0% | 0.0% |
| BARRETT & COMPANY, INC. | Wealth advisor | 21.5K | $407K | 0.1% | New |
| JANE STREET GROUP, LLC | Market maker | 20.1K | $380K | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 20.0K | $380K | 0.0% | Held |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 17.7K | $335K | 0.0% | -13.9% |
| Apollon Wealth Management, LLC | Diversified mechanical | 15.0K | $284K | 0.0% | Held |
| XML Financial, LLC | Wealth advisor | 15.0K | $284K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 14.8K | $280K | 0.0% | Held |
| Kovack Advisors, Inc. | Other | 14.4K | $272K | 0.0% | +1.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 12.7K | $241K | 0.0% | -15.4% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 10.9K | $206K | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 10.6K | $201K | 0.0% | +4.2% |
| IFP Advisors, Inc | Wealth advisor | 10.4K | $198K | 0.0% | New |
| CWM, LLC | Wealth advisor | 7.7K | $146K | 0.0% | -2.6% |
| Larson Financial Group LLC | Wealth advisor | 6.8K | $129K | 0.0% | -21.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 4.5K | $85K | 0.0% | +26.9% |
| Aptus Capital Advisors, LLC | Wealth advisor | 3.9K | $74K | 0.0% | Held |
| Tidemark, LLC | Wealth advisor | 2.9K | $55K | 0.0% | Held |
| PRIVATE TRUST CO NA | Diversified mechanical | 2.4K | $46K | 0.0% | Held |
| TD Capital Management LLC | Wealth advisor | 2.1K | $40K | 0.0% | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 2.0K | $38K | 0.0% | -8.1% |
| MAI Capital Management | Wealth advisor | 1.2K | $23K | 0.0% | Held |
| AdvisorNet Financial, Inc | Wealth advisor | 410 | $8K | 0.0% | Held |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 400 | $8K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 392 | $7K | 0.0% | +39100.0% |
| MORGAN STANLEY | Bank broker | 116 | $2K | 0.0% | -89.3% |
| Sound Income Strategies, LLC | Diversified mechanical | 1 | $19 | 0.0% | Held |
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