First TR Low Duration St-ETFLDSFETF
13F holders, Q2 2025 (June 30)51holders −3
1new positions
5sold out
1famous investor
$18.99avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding First TR Low Duration St-ETF (LDSF) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($18.9M), Royal Bank of Canada ($17.7M) and Arax Advisory Partners ($8.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $113K |
| Exits | 5 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 932,861 shares bought and 394,893 shares sold, net +537,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| LPL Financial LLC | 0.01% | Add +34.7% | 994,397 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +67.9% | 932,769 | $17.7M |
| Arax Advisory Partners | 0.41% | Add +22.6% | 470,281 | $8.9M |
| Breakthru Advisory Services, LLC | 8.89% | No change | 304,530 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Add +81.0% | 301,420 | $5.7M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -1.9% | 282,173 | $5.4M |
| Capital Asset Advisory Services LLC | 0.25% | Reduce -2.3% | 280,402 | $5.3M |
| Mariner, LLC | 0.01% | Add +1.6% | 237,788 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +4.7% | 176,282 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.4% | 173,095 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 97,957 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 88,132 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 74,805 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.3% | 71,210 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -71.3% | 61,403 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 54,622 | $1.0M |
| Citadel Advisors | 0.00% | Add +64.2% | 51,690 | $982K |
| Proactive Wealth Strategies LLC | 0.36% | Add +0.1% | 39,717 | $755K |
| Sigma Planning Corp | 0.02% | Reduce -3.6% | 37,828 | $719K |
| Cetera Investment Advisers | 0.00% | Add +10.5% | 37,530 | $713K |
| Private Advisor Group, LLC | 0.00% | Add +76.7% | 36,179 | $687K |
| 1776 Wealth LLC | 0.23% | No change | 30,000 | $570K |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.6% | 29,545 | $561K |
| Principal Securities, Inc. | 0.01% | Reduce -15.0% | 26,538 | $504K |
| Creative Financial Designs Inc. | 0.03% | Reduce -5.3% | 20,521 | $390K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 19,182 | $364K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -13.7% | 17,856 | $339K |
| Jane Street Group, LLC | 0.00% | Add +6.4% | 15,619 | $297K |
| XML Financial, LLC | 0.02% | No change | 14,989 | $285K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 14,821 | $282K |
| Geneos Wealth Management Inc. | 0.01% | Add +200.0% | 14,820 | $282K |
| Altus Wealth Group LLC | 0.10% | Reduce -1.3% | 12,481 | $237K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.2% | 12,354 | $235K |
| Larson Financial Group LLC | 0.01% | Reduce -17.7% | 11,440 | $217K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,951 | $113K |
| Morgan Stanley | 0.00% | Add +563700.0% | 5,638 | $107K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 5,580 | $106K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 5,328 | $101K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.7% | 5,180 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 3,885 | $74K |
| Private Trust Co. NA | 0.01% | Reduce -15.4% | 2,994 | $57K |
| Tidemark, LLC | 0.02% | No change | 2,922 | $56K |
| MAI Capital Management | 0.00% | Reduce -29.3% | 1,194 | $23K |
| TD Capital Management LLC | 0.00% | No change | 1,048 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 800 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 410 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 185 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 2 | $37 |
| Wells Fargo & Company | 0.00% | No change | 1 | $21 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $20 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1 | $19 |
"% 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.