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First Trust Low Duration Strategic Focus ETF
LDSF

61 hedge funds and large institutions have $176M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $141M → $176M (+$35.6M)

17% more funds holding

Funds holding: 52 → 61 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.14% less ownership

Funds ownership: 76.32% → 70.18% (-6.1%)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
25
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$29.6M
2
LPL Financial
LPL Financial
California
+$3.89M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.84M
4
KAS
Kestra Advisory Services
Texas
+$1.74M
5
AWM
AE Wealth Management
Kansas
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.22M
2
BRWM
B. Riley Wealth Management
Tennessee
-$1.66M
3
GIA
Gladstone Institutional Advisory
Florida
-$1.31M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.08M
5
TFS
TrustCore Financial Services
Tennessee
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$915K -$7.9K -394 -0.9%
MML Investors Services
27
MML Investors Services
Massachusetts
$852K +$206K +10,277 +32%
IAIM
28
International Assets Investment Management
Florida
$837K +$392K +19,565 +98%
Citadel Advisors
29
Citadel Advisors
Florida
$826K +$827K +41,256 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$797K -$13K -650 -2%
SMF
31
Sterling Manor Financial
New York
$780K -$7.76K -387 -1%
BWM
32
BlackDiamond Wealth Management
New York
$771K +$772K +38,514 New
BRWM
33
B. Riley Wealth Management
Tennessee
$713K -$1.66M -82,921 -70%
SPC
34
Sigma Planning Corp
Michigan
$706K -$1.34K -67 -0.2%
AFP
35
Ausdal Financial Partners
Iowa
$537K +$538K +26,824 New
GSWM
36
Golden State Wealth Management
California
$469K +$184K +9,198 +65%
APA
37
American Portfolios Advisors
New York
$465K +$54.5K +2,718 +13%
RJA
38
Raymond James & Associates
Florida
$420K -$1.18K -59 -0.3%
FCA
39
FinTrust Capital Advisors
South Carolina
$417K – – –
CAN
40
Cetera Advisor Networks
California
$407K -$223K -11,103 -35%
CWM
41
Cornerstone Wealth Management
Missouri
$401K -$164K -8,162 -29%
TWM
42
Triton Wealth Management
Arizona
$327K +$54.4K +2,713 +20%
GSC
43
G&S Capital
Colorado
$318K -$962 -48 -0.3%
XF
44
XML Financial
Maryland
$300K +$300K +14,989 New
JCM
45
Jacobi Capital Management
Pennsylvania
$288K +$41.4K +2,063 +17%
IFG
46
Independent Financial Group
California
$264K – – –
PFS
47
Prospera Financial Services
Texas
$252K -$335K -16,733 -57%
DFA
48
DHJJ Financial Advisors
Illinois
$222K -$131K -6,560 -33%
GWM
49
Geneos Wealth Management
Colorado
$183K -$40.1K -2,000 -18%
HNB
50
Huntington National Bank
Ohio
$181K – – –
1
2
3

LDSF Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2021, worth a combined $176M — up 25% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LDSF positions and 0 closed out — a net gain of 10 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Stifel Financial, adding an estimated $29.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.22M.

  • 61 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2021, up from 52 in Q3 2021.
  • Funds reported $176M of First Trust Low Duration Strategic Focus ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 10 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2021 and 0 closed out, a net change of +10 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2021 was Stifel Financial, an estimated $29.6M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2021.