First TR Low Duration St-ETFLDSFETF
13F holders, Q1 2025 (March 31)54holders −2
4new positions
4sold out
1famous investor
$18.87avg. 13F price*
At the end of Q1 2025, 54 institutions reported holding First TR Low Duration St-ETF (LDSF) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($13.9M), Royal Bank of Canada ($10.5M) and Arax Advisory Partners ($7.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First TR Low Duration St-ETF
- CUSIP
- 33740F870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $736K |
| Exits | 4 | $13.9M |
All 13F filers, Q4 2024 → Q1 2025: 533,702 shares bought and 1,154,444 shares sold, net −620,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| LPL Financial LLC | 0.01% | Add +35.3% | 738,016 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +55.1% | 555,610 | $10.5M |
| Arax Advisory Partners | 0.46% | Reduce -40.4% | 383,577 | $7.2M |
| Breakthru Advisory Services, LLC | 8.89% | Reduce -3.1% | 304,530 | $5.7M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -3.7% | 287,499 | $5.4M |
| Capital Asset Advisory Services LLC | 0.28% | Reduce -3.9% | 286,868 | $5.4M |
| Mariner, LLC | 0.01% | Add +0.7% | 234,063 | $4.4M |
| Mutual Advisors, LLC | 0.12% | Add +20.2% | 214,095 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.5% | 168,975 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +3.5% | 168,410 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +14.5% | 166,519 | $3.1M |
| Sowell Financial Services LLC | 0.12% | Add +1.0% | 137,979 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.3% | 104,943 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +9.3% | 89,112 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -38.7% | 77,093 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +3.1% | 71,434 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 60,968 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.4% | 45,660 | $862K |
| Proactive Wealth Strategies LLC | 0.40% | Add +1.1% | 39,666 | $748K |
| Sigma Planning Corp | 0.02% | Reduce -0.3% | 39,232 | $740K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 33,963 | $641K |
| Citadel Advisors | 0.00% | New | 31,478 | $594K |
| Susquehanna International Group, LLP | 0.00% | Add +87.5% | 31,297 | $591K |
| Principal Securities, Inc. | 0.01% | No change | 31,205 | $586K |
| 1776 Wealth LLC | 0.26% | No change | 30,000 | $566K |
| Creative Financial Designs Inc. | 0.03% | Add +20.2% | 21,679 | $409K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.3% | 20,691 | $390K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.1% | 20,479 | $386K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 19,225 | $363K |
| XML Financial, LLC | 0.03% | No change | 14,989 | $283K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 14,821 | $280K |
| Jane Street Group, LLC | 0.00% | Reduce -67.7% | 14,684 | $277K |
| Larson Financial Group LLC | 0.01% | Reduce -2.0% | 13,907 | $262K |
| Altus Wealth Group LLC | 0.11% | Reduce -0.1% | 12,641 | $239K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 12,332 | $233K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -6.0% | 10,974 | $205K |
| JPMorgan Chase & Co. | 0.00% | New | 6,933 | $131K |
| Cwm, LLC | 0.00% | Reduce -3.4% | 5,621 | $106K |
| Harbour Investments, Inc. | 0.00% | Add +4.0% | 5,284 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,940 | $93K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,067 | $77K |
| Private Trust Co. NA | 0.01% | No change | 3,540 | $67K |
| Tidemark, LLC | 0.02% | No change | 2,922 | $55K |
| MAI Capital Management | 0.00% | No change | 1,688 | $32K |
| TD Capital Management LLC | 0.00% | No change | 1,048 | $20K |
| Ameriflex Group, Inc. | 0.01% | No change | 900 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -55.6% | 800 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 570 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 410 | $8K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $37 |
| Sound Income Strategies, LLC | 0.00% | No change | 2 | $36 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $20 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1 | $19 |
| Wells Fargo & Company | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is LDSF's weight in each manager's 13F, not the share of First TR Low Duration St-ETF the manager owns.