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First Trust Low Duration Strategic Focus ETF

47 hedge funds and large institutions have $82.2M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $67.5M → $82.2M (+$14.7M)

9% more funds holding

Funds holding: 4347 (+4)

0.29% less ownership

Funds ownership: 67.12%66.83% (-0.29%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
11
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$441K +$207K +10,193 +83%
CAN
27
Cetera Advisor Networks
California
$403K +$123K +6,064 +42%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$382K +$396K +19,460 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$370K -$42.3K -2,080 -10%
JAWM
30
J. Arnold Wealth Management
Ohio
$301K +$312K +15,342 New
SCA
31
Snowden Capital Advisors
New York
$281K
PFS
32
Prospera Financial Services
Texas
$263K -$45.8K -2,250 -14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$263K -$39.3K -1,931 -13%
GSC
34
G&S Capital
Colorado
$253K +$2.85K +140 +1%
IWC
35
Integrated Wealth Concepts
Massachusetts
$240K +$46.1K +2,266 +23%
SWP
36
Summit Wealth Partners
Florida
$221K +$229K +11,243 New
WSC
37
Wellington Shields & Co
New York
$219K +$227K +11,145 New
JCM
38
Jacobi Capital Management
Pennsylvania
$205K -$140K -6,893 -40%
APA
39
American Portfolios Advisors
New York
$204K +$83.4K +4,101 +65%
ASN
40
Advisory Services Network
Georgia
$66K
CFGS
41
Concourse Financial Group Securities
Alabama
$66K
IA
42
IFP Advisors
Florida
$34K
DI
43
Disciplined Investments
Oklahoma
$29K
NFG
44
Next Financial Group
Texas
$19K -$13K -638 -39%
UBS Group
45
UBS Group
Switzerland
$11K +$10.9K +535 New
Bank of America
46
Bank of America
North Carolina
$9K +$9.85K +484 New
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
-$5.27M -257,198 Closed
IAA
48
Independent Advisor Alliance
North Carolina
-$2.66M -129,649 Closed
FTUS
49
Flow Traders U.S.
New York
-$311K -15,171 Closed
CA
50
Crumly & Associates
Illinois
-$246K -12,000 Closed

LDSF Hedge Fund Activity: Q1 2020 in Review

47 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2020, worth a combined $82.2M — up 22% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LDSF positions and 5 closed out — a net gain of 6 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $8.87M. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $5.27M sold.

  • 47 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $82.2M of First Trust Low Duration Strategic Focus ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 11 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2020 and 5 closed out, a net change of +6 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2020 was Gladstone Institutional Advisory, an estimated $8.87M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2020 was Keystone Financial Group (Kentucky), an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2020.