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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

49 hedge funds and large institutions have $110M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
25
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
SMF
2
Sterling Manor Financial
New York
$2.48M
3
VA
3
Valmark Advisers
Ohio
$7.45M
4
Jane Street
4
Jane Street
New York
$1.98M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.52M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$307K
2
CAAS
2
Capital Asset Advisory Services
Michigan
$5.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.81M
4
GIA
4
Gladstone Institutional Advisory
Florida
$19.2M
5
TFS
5
TrustCore Financial Services
Tennessee
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$605K 29,615 +29,615 New
CWM
27
Cornerstone Wealth Management
Missouri
$588K 28,760 +49 +0.2%
SCA
28
Snowden Capital Advisors
New York
$543K 26,543 +7,335 +38%
DFA
29
DHJJ Financial Advisors
Illinois
$511K 24,981 +24,981 New
FCA
30
FinTrust Capital Advisors
South Carolina
$494K 24,150 +24,150 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$461K 22,517 +11,060 +97%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$433K 21,186 +21,186 New
CAN
33
Cetera Advisor Networks
California
$420K 20,540 – –
GWM
34
Geneos Wealth Management
Colorado
$398K 203,554 +173,214 +571%
SG
35
StoneX Group
New York
$396K 19,363 +2,748 +17%
IAIM
36
International Assets Investment Management
Florida
$324K 15,300 +15,300 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$307K 15,019 -85,225 -85%
APA
38
American Portfolios Advisors
New York
$287K 14,035 +1,450 +12%
KPWS
39
Kestra Private Wealth Services
Texas
$244K 11,955 +11,955 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$237K 11,603 +62 +0.5%
JCM
41
Jacobi Capital Management
Pennsylvania
$113K 5,531 -1,737 -24%
CFGS
42
Concourse Financial Group Securities
Alabama
$102K 4,974 – –
LFG
43
Larson Financial Group
Missouri
$72K 3,502 +3,502 New
ASN
44
Advisory Services Network
Georgia
$69K 3,365 – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$43K 2,100 +1,700 +425%
Wells Fargo
46
Wells Fargo
California
$31K 1,493 – –
UBS Group
47
UBS Group
Switzerland
$31K 1,518 +1,518 New
DI
48
Disciplined Investments
Oklahoma
$30K 1,482 – –
NFG
49
Next Financial Group
Texas
$5K 228 – –
MWM
50
Meridian Wealth Management
Kentucky
– – -19,320 Closed
1
2
3