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First Trust Low Duration Strategic Focus ETF

62 hedge funds and large institutions have $225M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $176M → $225M (+$48.6M)

7.35% more ownership

Funds ownership: 70.18%77.53% (+7.3%)

2% more funds holding

Funds holding: 6162 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
22
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$897K +$911K +46,228 New
SCA
27
Snowden Capital Advisors
New York
$888K
SAM
28
Synergy Asset Management
Washington
$887K +$901K +45,695 New
1W
29
1776 Wealth
Georgia
$829K -$82.8K -4,200 -9%
SMF
30
Sterling Manor Financial
New York
$766K +$9.13K +463 +1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$745K -$28.9K -1,465 -4%
BWM
32
BlackDiamond Wealth Management
New York
$731K -$17K -861 -2%
SPC
33
Sigma Planning Corp
Michigan
$687K +$2.86K +145 +0.4%
DADC
34
D.A. Davidson & Co
Montana
$571K -$680K -34,513 -54%
AFP
35
Ausdal Financial Partners
Iowa
$551K +$30.9K +1,567 +6%
APA
36
American Portfolios Advisors
New York
$536K +$85.6K +4,342 +19%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$486K -$1.51M -76,675 -75%
JCM
38
Jacobi Capital Management
Pennsylvania
$472K +$196K +9,940 +69%
EWM
39
Echo Wealth Management
Minnesota
$463K -$1.34M -67,996 -74%
GSWM
40
Golden State Wealth Management
California
$408K -$47.5K -2,408 -10%
CWM
41
Cornerstone Wealth Management
Missouri
$383K -$5.66K -287 -1%
CAN
42
Cetera Advisor Networks
California
$363K -$31.9K -1,616 -8%
TWM
43
Triton Wealth Management
Arizona
$327K
XF
44
XML Financial
Maryland
$291K
WWM
45
Western Wealth Management
Colorado
$288K +$293K +14,858 New
FCA
46
FinTrust Capital Advisors
South Carolina
$266K -$141K -7,159 -34%
TFS
47
TrustCore Financial Services
Tennessee
$261K +$173K +8,793 +189%
IFG
48
Independent Financial Group
California
$256K
PFS
49
Prospera Financial Services
Texas
$238K -$7.1K -360 -3%
OBWG
50
Onyx Bridge Wealth Group
New York
$221K +$226K +11,485 New