We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF

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.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $92M → $110M (+$17.8M)

9% more funds holding

Funds holding: 4549 (+4)

8.66% more ownership

Funds ownership: 69.49%78.16% (+8.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$605K +$605K +29,615 New
CWM
27
Cornerstone Wealth Management
Missouri
$588K +$1K +49 +0.2%
SCA
28
Snowden Capital Advisors
New York
$543K +$150K +7,335 +38%
DFA
29
DHJJ Financial Advisors
Illinois
$511K +$510K +24,981 New
FCA
30
FinTrust Capital Advisors
South Carolina
$494K +$493K +24,150 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$461K +$226K +11,060 +97%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$433K +$433K +21,186 New
CAN
33
Cetera Advisor Networks
California
$420K
GWM
34
Geneos Wealth Management
Colorado
$398K +$3.54M +173,214 +571%
SG
35
StoneX Group
New York
$396K +$56.2K +2,748 +17%
IAIM
36
International Assets Investment Management
Florida
$324K +$313K +15,300 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$307K -$1.74M -85,225 -85%
APA
38
American Portfolios Advisors
New York
$287K +$29.6K +1,450 +12%
KPWS
39
Kestra Private Wealth Services
Texas
$244K +$244K +11,955 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$237K +$1.27K +62 +0.5%
JCM
41
Jacobi Capital Management
Pennsylvania
$113K -$35.5K -1,737 -24%
CFGS
42
Concourse Financial Group Securities
Alabama
$102K
LFG
43
Larson Financial Group
Missouri
$72K +$71.6K +3,502 New
ASN
44
Advisory Services Network
Georgia
$69K
CIAS
45
Capital Investment Advisory Services
North Carolina
$43K +$34.7K +1,700 +425%
Wells Fargo
46
Wells Fargo
California
$31K
UBS Group
47
UBS Group
Switzerland
$31K +$31K +1,518 New
DI
48
Disciplined Investments
Oklahoma
$30K
NFG
49
Next Financial Group
Texas
$5K
MWM
50
Meridian Wealth Management
Kentucky
-$393K -19,320 Closed