PRINCIPAL SECURITIES, INC. LDSF — FIRST TR EXCHNG TRADED FD VI

Ownership history in PRINCIPAL SECURITIES, INC.  ·  11 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported FIRST TR EXCHNG TRADED FD VI (LDSF) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows LDSF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LDSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LDSF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LDSF stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held LDSF — position size vs. price
% of Fund (quarterly)    LDSF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,687 -13 -0.1% 0.00% $334K 2026-08-04 $18.87
2026 Q1 REDUCED 13.9% +1.1% ❌ 17,700 -2,860 -13.9% 0.00% $335K 2026-05-13 $18.74
2025 Q4 REDUCED 8.9% -0.1% ❌ 20,560 -1,998 -8.9% 0.01% $394K 2026-02-12 $18.76
2025 Q3 REDUCED 15.0% +1.4% ❌ 22,558 -3,980 -15.0% 0.01% $431K 2025-11-14 (Est.) $18.47
2025 Q2 REDUCED 15.0% +1.9% ❌ 26,538 -4,667 -15.0% 0.01% $504K 2025-08-14 (Est.) $18.20
2025 Q1 UNCHANGED — — — 31,205 — 0% 0.01% $586K 2025-04-30 $17.83
2024 Q4 ADDED — — — 31,205 +458 +1.5% 0.01% $586K 2025-01-30 $17.55
2024 Q3 REDUCED 11.1% -0.9% ✅ 30,747 -3,856 -11.1% 0.01% $589K 2024-10-28 $17.41
2024 Q2 REDUCED — — — 34,603 -1,180 -3.3% 0.02% $647K 2024-07-31 $17.22
2024 Q1 REDUCED 36.7% +0.5% ❌ 35,783 -20,730 -36.7% 0.02% $671K 2024-05-10 $16.81
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LDSF

As of 2026 Q2 — sorted by position size

BARRETT & COMPANY, INC. 3Y 0.22% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.08% Crusonia Wealth Advisors LLC 0.03% Prospera Financial Services Inc 3Y 7Y 0.02% XML Financial, LLC 3Y 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02% Kovack Advisors, Inc. 3Y 7Y 0.01% RFG Advisory, LLC 3Y 7Y 0.01% D.A. DAVIDSON & CO. 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.01%

FAQ About PRINCIPAL SECURITIES, INC. and LDSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning LDSF?

PRINCIPAL SECURITIES, INC. reported LDSF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LDSF position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for LDSF was 0.02% in 2024 Q1.

What is the latest reported LDSF position on this page?

The most recent filing on this page is 2026 Q2, when PRINCIPAL SECURITIES, INC. reported 17,687 shares, equal to 0.00% of portfolio, with an estimated market value of $334K.

What does the chart on this LDSF ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly LDSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their LDSF position?

Based on 13F filing dates vs. subsequent LDSF price moves, PRINCIPAL SECURITIES, INC. correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on LDSF relative to SPY over the holding period was -13.0%.

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