FIRST TR LOW DURATION ST-ETF (LDSF) Top Institutional Shareholders
FIRST TR LOW DURATION ST-ETF (LDSF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $120.32M in LDSF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LDSF tracked by InsiderSet, reporting ownership valued at approximately $32.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.07M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed LDSF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Royal Bank Of Canada, Arax Advisory Partners, and several other long-term asset managers with concentrated positions in FIRST TR LOW DURATION ST-ETF (LDSF).
This page ranks the largest institutional LDSF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$120.32M
Largest Holder
Lpl Financial Llc
Largest Position
$32.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,693,918 | $32,048,931 | $32,074,337 | +$25,406 | +0.08% | |
| Royal Bank Of Canada | 0.01% | 1,654,575 | $31,305,000 | $31,329,378 | +$24,378 | +0.08% | |
| Arax Advisory Partners | 0.30% | 566,953 | $10,726,747 | $10,735,255 | +$8,508 | +0.08% | |
| Raymond James Financial Inc | 0.00% | 378,471 | $7,160,668 | $7,166,348 | +$5,680 | +0.08% | |
| Capital Asset Advisory Services Llc | 0.19% | 265,279 | $5,065,615 | $5,023,058 | -$42,557 | -0.84% | |
| Mariner, Llc | 0.01% | 241,798 | $4,574,819 | $4,578,445 | +$3,626 | +0.08% | |
| Sanctuary Advisors, Llc | 0.02% | 232,698 | $4,402,654 | $4,406,137 | +$3,483 | +0.08% | |
| Mml Investors Services, Llc | 0.01% | 164,803 | $3,118,078 | $3,120,545 | +$2,467 | +0.08% | |
| Independent Advisor Alliance | 0.03% | 142,513 | $2,696,353 | $2,698,484 | +$2,131 | +0.08% | |
| Stonex Group Inc. | 0.11% | 105,609 | $1,998,122 | $1,999,706 | +$1,584 | +0.08% | |
| Envestnet Asset Management Inc | 0.00% | 92,991 | $1,759,392 | $1,760,785 | +$1,393 | +0.08% | |
| D.A. Davidson & Co. | 0.01% | 85,556 | $1,618,720 | $1,620,003 | +$1,283 | +0.08% | |
| Prospera Financial Services Inc | 0.02% | 77,475 | $1,465,860 | $1,466,989 | +$1,129 | +0.08% | |
| Proactive Wealth Strategies Llc | 0.26% | 74,492 | $1,409,374 | $1,410,506 | +$1,132 | +0.08% | |
| Silver Oak Securities, Incorporated | 0.09% | 62,012 | $1,173,267 | $1,174,197 | +$930 | +0.08% | |
| Independent Financial Group, Llc | 0.01% | 39,996 | $780,026 | $757,324 | -$22,702 | -2.91% | |
| Rfg Advisory, Llc | 0.01% | 40,821 | $772,338 | $772,946 | +$608 | +0.08% | |
| Private Advisor Group, Llc | 0.00% | 38,715 | $732,484 | $733,069 | +$585 | +0.08% | |
| Sigma Planning Corp | 0.02% | 34,525 | $653,219 | $653,731 | +$512 | +0.08% | |
| Cetera Investment Advisers | 0.00% | 31,178 | $589,881 | $590,355 | +$474 | +0.08% | |
| Mutual Advisors, Llc | 0.01% | 28,788 | $544,669 | $545,101 | +$432 | +0.08% | |
| Susquehanna International Group, Llp | 0.00% | 27,909 | $528,039 | $528,457 | +$418 | +0.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,060 | $511,980 | $512,381 | +$401 | +0.08% | |
| Ameritas Advisory Services, Llc | 0.02% | 23,165 | $438,280 | $438,629 | +$349 | +0.08% | |
| Barrett & Company, Inc. | 0.14% | 21,525 | $407,253 | $407,576 | +$323 | +0.08% | |
| Jane Street Group, Llc | 0.00% | 20,066 | $379,649 | $379,950 | +$301 | +0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,048 | $379,610 | $379,609 | -$1 | -0.00% | |
| Principal Securities, Inc. | 0.00% | 17,700 | $334,879 | $335,150 | +$271 | +0.08% | |
| Apollon Wealth Management, Llc | 0.00% | 15,000 | $283,800 | $284,025 | +$225 | +0.08% | |
| Xml Financial, Llc | 0.02% | 14,989 | $283,592 | $283,817 | +$225 | +0.08% | |
| Geneos Wealth Management Inc. | 0.01% | 14,820 | $280,394 | $280,617 | +$223 | +0.08% | |
| Kovack Advisors, Inc. | 0.01% | 14,363 | $271,743 | $271,963 | +$220 | +0.08% | |
| Osaic Holdings, Inc. | 0.00% | 12,728 | $240,819 | $241,005 | +$186 | +0.08% | |
| Crusonia Wealth Advisors Llc | 0.04% | 10,870 | $205,660 | $205,823 | +$163 | +0.08% | |
| Truist Financial Corp | 0.00% | 10,639 | $201,290 | $201,449 | +$159 | +0.08% | |
| Ifp Advisors, Inc | 0.00% | 10,443 | $197,582 | $197,738 | +$156 | +0.08% | |
| Cwm, Llc | 0.00% | 7,715 | $145,976 | $146,084 | +$108 | +0.07% | |
| Larson Financial Group Llc | 0.00% | 6,838 | $129,367 | $129,478 | +$111 | +0.09% | |
| Western Wealth Management, Llc | 0.00% | 6,304 | $119,279 | $119,366 | +$87 | +0.07% | |
| Harbour Investments, Inc. | 0.00% | 4,479 | $84,755 | $84,810 | +$55 | +0.06% | |
| Aptus Capital Advisors, Llc | 0.00% | 3,885 | $73,504 | $73,562 | +$58 | +0.08% | |
| Tidemark, Llc | 0.01% | 2,922 | $55,284 | $55,328 | +$44 | +0.08% | |
| Private Trust Co Na | 0.00% | 2,448 | $46,316 | $46,353 | +$37 | +0.08% | |
| Td Capital Management Llc | 0.00% | 2,098 | $39,694 | $39,726 | +$32 | +0.08% | |
| Creative Financial Designs Inc | 0.00% | 1,992 | $37,689 | $37,719 | +$30 | +0.08% | |
| Mai Capital Management | 0.00% | 1,194 | $22,591 | $22,608 | +$17 | +0.08% | |
| Advisornet Financial, Inc | 0.00% | 410 | $7,757 | $7,763 | +$6 | +0.08% | |
| Ameriflex Group, Inc. | 0.00% | 400 | $7,568 | $7,574 | +$6 | +0.08% | |
| Wells Fargo & Company/Mn | 0.00% | 392 | $7,409 | $7,423 | +$14 | +0.18% | |
| Morgan Stanley | 0.00% | 116 | $2,196 | $2,196 | +$0 | +0.02% |
Frequently asked questions about LDSF
Who owns the most LDSF stock?
The largest holders of LDSF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TR LOW DURATION ST-ETF (LDSF).
Is LDSF widely held by superinvestors?
Many widely followed stocks like LDSF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LDSF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.