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First Trust Low Duration Strategic Focus ETF
LDSF

49 hedge funds and large institutions have $96.1M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $82.2M → $96.1M (+$13.9M)

4.42% more ownership

Funds ownership: 66.83% → 71.25% (+4.4%)

4% more funds holding

Funds holding: 47 → 49 (+2)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
7
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$9.01M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.54M
3
Jane Street
Jane Street
New York
+$2.04M
4
LPL Financial
LPL Financial
California
+$1.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$934K

Top Sellers

1
TFS
TrustCore Financial Services
Tennessee
-$4.52M
2
CAAS
Capital Asset Advisory Services
Michigan
-$2.52M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.35M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.2M
5
RJA
Raymond James & Associates
Florida
-$983K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$653K -$128K -6,332 -16%
GWM
27
Geneos Wealth Management
Colorado
$597K +$74.5K +3,700 +14%
MA
28
Mutual Advisors
Nebraska
$587K +$583K +28,948 New
WS
29
Wedbush Securities
California
$524K -$349K -17,316 -40%
CAN
30
Cetera Advisor Networks
California
$416K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$394K – – –
AAS
32
Avantax Advisory Services
Texas
$378K -$74.5K -3,701 -16%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$308K +$306K +15,182 New
SCA
34
Snowden Capital Advisors
New York
$290K – – –
IAIM
35
International Assets Investment Management
Florida
$288K +$283K +14,050 New
PFS
36
Prospera Financial Services
Texas
$272K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$267K -$4.33K -215 -2%
GSC
38
G&S Capital
Colorado
$264K +$1.97K +98 +0.8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$249K +$765 +38 +0.3%
APA
40
American Portfolios Advisors
New York
$245K +$34K +1,690 +16%
SWP
41
Summit Wealth Partners
Florida
$228K – – –
JCM
42
Jacobi Capital Management
Pennsylvania
$147K -$64.5K -3,205 -31%
CFGS
43
Concourse Financial Group Securities
Alabama
$95K +$27.2K +1,350 +40%
IA
44
IFP Advisors
Florida
$36K – – –
DI
45
Disciplined Investments
Oklahoma
$30K – – –
Wells Fargo
46
Wells Fargo
California
$30K +$30K +1,492 +149,200%
CIAS
47
Capital Investment Advisory Services
North Carolina
$8K +$8.06K +400 New
UBS Group
48
UBS Group
Switzerland
$7K -$4.23K -210 -39%
TRCT
49
Tower Research Capital (TRC)
New York
$2K +$1.91K +95 New
JAWM
50
J. Arnold Wealth Management
Ohio
– -$301K -15,342 Closed
1
2
3

LDSF Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2020, worth a combined $96.1M — up 17% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LDSF positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Gladstone Institutional Advisory, adding an estimated $9.01M. The largest seller was TrustCore Financial Services, cutting an estimated $4.52M.

  • 49 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2020, up from 47 in Q1 2020.
  • Funds reported $96.1M of First Trust Low Duration Strategic Focus ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2020 was Gladstone Institutional Advisory, an estimated $9.01M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2020 was TrustCore Financial Services, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2020.