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First Trust Low Duration Strategic Focus ETF
LDSF

54 hedge funds and large institutions have $130M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $110M → $130M (+$19.9M)

10% more funds holding

Funds holding: 49 → 54 (+5)

1.43% more ownership

Funds ownership: 78.16% → 79.58% (+1.4%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$13.2M
2
Truist Financial
Truist Financial
North Carolina
+$4.12M
3
GIA
Gladstone Institutional Advisory
Florida
+$3.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.99M
5
BRWM
B. Riley Wealth Management
Tennessee
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$7.45M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.51M
3
LPL Financial
LPL Financial
California
-$5.17M
4
Jane Street
Jane Street
New York
-$1.71M
5
ARG
Advisory Resource Group
Oklahoma
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
26
G&S Capital
Colorado
$916K -$88.6K -4,344 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$914K -$359K -17,614 -28%
KAS
28
Kestra Advisory Services
Texas
$807K +$209K +10,262 +35%
PFS
29
Prospera Financial Services
Texas
$800K -$136K -6,663 -14%
CAN
30
Cetera Advisor Networks
California
$782K +$369K +18,103 +88%
RJA
31
Raymond James & Associates
Florida
$752K -$103K -5,070 -12%
SPC
32
Sigma Planning Corp
Michigan
$692K +$697K +34,190 New
SCA
33
Snowden Capital Advisors
New York
$631K +$94.6K +4,643 +17%
CWM
34
Cornerstone Wealth Management
Missouri
$583K +$713 +35 +0.1%
IAIM
35
International Assets Investment Management
Florida
$569K +$236K +11,570 +76%
TWM
36
Triton Wealth Management
Arizona
$509K -$98.1K -4,812 -16%
DFA
37
DHJJ Financial Advisors
Illinois
$502K -$3.79K -186 -0.7%
FCA
38
FinTrust Capital Advisors
South Carolina
$489K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$420K +$117K +5,730 +38%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$369K -$60K -2,941 -14%
LFG
41
Larson Financial Group
Missouri
$320K +$251K +12,303 +351%
SWM
42
Spire Wealth Management
Virginia
$304K +$306K +15,000 New
APA
43
American Portfolios Advisors
New York
$274K -$10.4K -508 -4%
Jane Street
44
Jane Street
New York
$259K -$1.71M -83,879 -87%
JCM
45
Jacobi Capital Management
Pennsylvania
$184K +$72.2K +3,540 +64%
CFGS
46
Concourse Financial Group Securities
Alabama
$122K +$21.7K +1,065 +21%
HI
47
Harbour Investments
Wisconsin
$77K +$77.4K +3,797 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$48K +$5.1K +250 +12%
DI
49
Disciplined Investments
Oklahoma
$30K – – –
Wells Fargo
50
Wells Fargo
California
$30K – – –
1
2
3

LDSF Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2021, worth a combined $130M — up 18% from $110M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LDSF positions and 6 closed out — a net gain of 5 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $13.2M. The largest seller was Valmark Advisers, exiting entirely with an estimated $7.45M sold.

  • 54 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2021, up from 49 in Q4 2020.
  • Funds reported $130M of First Trust Low Duration Strategic Focus ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 11 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2021 and 6 closed out, a net change of +5 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2021 was AE Wealth Management, an estimated $13.2M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2021 was Valmark Advisers, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2021.