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First Trust Low Duration Strategic Focus ETF
LDSF

43 hedge funds and large institutions have $67.5M invested in First Trust Low Duration Strategic Focus ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

161% more capital invested

Capital invested by funds: $25.9M → $67.5M (+$41.6M)

87% more funds holding

Funds holding: 23 → 43 (+20)

18.73% more ownership

Funds ownership: 48.39% → 67.12% (+19%)

Holders
43
Holders Change
+20
Holders Change %
+86.96%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
16
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAAS
Capital Asset Advisory Services
Michigan
+$8.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.81M
3
RJA
Raymond James & Associates
Florida
+$4.33M
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$3.01M
5
IAA
Independent Advisor Alliance
North Carolina
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
-$209K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$54.4K
3
WS
Wedbush Securities
California
-$2.59K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$305K +$306K +14,889 New
CAN
27
Cetera Advisor Networks
California
$296K – – –
SCA
28
Snowden Capital Advisors
New York
$293K +$49.9K +2,430 +20%
WS
29
Wedbush Securities
California
$274K -$2.59K -126 -0.9%
GSC
30
G&S Capital
Colorado
$262K +$263K +12,802 New
AAS
31
Avantax Advisory Services
Texas
$253K +$253K +12,344 New
CA
32
Crumly & Associates
Illinois
$246K +$246K +12,000 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$205K +$205K +9,986 New
1W
34
1776 Wealth
Georgia
$147K +$148K +7,200 New
APA
35
American Portfolios Advisors
New York
$129K +$95.9K +4,672 +287%
VCP
36
Verus Capital Partners
Arizona
$100K +$100K +4,879 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$93K +$60.8K +2,961 +191%
ASN
38
Advisory Services Network
Georgia
$69K +$5.01K +244 +8%
CFGS
39
Concourse Financial Group Securities
Alabama
$69K +$32.8K +1,596 +91%
IA
40
IFP Advisors
Florida
$37K +$36.3K +1,767 New
NFG
41
Next Financial Group
Texas
$33K -$209K -10,198 -86%
DI
42
Disciplined Investments
Oklahoma
$30K +$30.4K +1,482 New
1
2

LDSF Hedge Fund Activity: Q4 2019 in Review

43 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2019, worth a combined $67.5M — up 161% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LDSF positions and 0 closed out — a net gain of 20 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Capital Asset Advisory Services, opening a new position worth an estimated $8.66M. The largest seller was Next Financial Group, cutting an estimated $209K.

  • 43 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2019, up from 23 in Q3 2019.
  • Funds reported $67.5M of First Trust Low Duration Strategic Focus ETF stock for Q4 2019, up 161% quarter-over-quarter.
  • 20 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2019 and 0 closed out, a net change of +20 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2019 was Capital Asset Advisory Services, an estimated $8.66M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2019 was Next Financial Group, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2019.