LDSF — FIRST TR EXCHNG TRADED FD VI

Ownership history in StoneX Group Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in FIRST TR EXCHNG TRADED FD VI (LDSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.41% (2021 Q3)
Avg. % of fund
0.23%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 78,309 -75,195 -49.0% 0.07% $1.5M $19.01
2021 Q4 ADDED 153,504 +10,903 +7.6% 0.37% $3.1M $16.95
2021 Q3 ADDED 142,601 +27,762 +24.2% 0.41% $2.9M $17.00
2021 Q2 ADDED 114,839 +56,934 +98.3% 0.35% $2.3M $17.02
2021 Q1 ADDED 57,905 +38,542 +199.0% 0.21% $1.2M $16.89
2020 Q4 ADDED 19,363 +2,748 +16.5% 0.09% $396K $17.00
2020 Q3 INITIATED 16,615 — — 0.11% $338K $16.75
% of Fund (quarterly)    LDSF price (monthly, adj. close)

Other funds also holding LDSF

As of 2025 Q4 — sorted by position size

Arax Advisory Partners 3Y 7Y 0.3% Proactive Wealth Strategies LLC 0.3% Capital Asset Advisory Services LLC 3Y 7Y 0.21% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% Altus Wealth Group LLC 3Y 0.08% XML Financial, LLC 3Y 0.02% Prospera Financial Services Inc 3Y 7Y 0.02% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.02% Sigma Planning Corp 3Y 7Y 0.02% Sanctuary Advisors, LLC 0.02%
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