We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF

64 hedge funds and large institutions have $178M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6264 (+2)

2.13% less ownership

Funds ownership: 77.53%75.4% (-2.1%)

21% less capital invested

Capital invested by funds: $225M → $178M (-$46.6M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
10
Increased
19
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$916K +$52.6K +2,761 +6%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$824K -$775K -40,621 -48%
1W
28
1776 Wealth
Georgia
$798K
Citadel Advisors
29
Citadel Advisors
Florida
$692K +$705K +36,980 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$661K -$57.7K -3,025 -8%
SPC
31
Sigma Planning Corp
Michigan
$646K -$16.2K -849 -2%
SCA
32
Snowden Capital Advisors
New York
$629K -$231K -12,110 -26%
SMF
33
Sterling Manor Financial
New York
$628K -$112K -5,872 -15%
JCM
34
Jacobi Capital Management
Pennsylvania
$536K +$82.5K +4,325 +18%
APA
35
American Portfolios Advisors
New York
$485K -$32K -1,678 -6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$450K -$18.7K -982 -4%
CAN
37
Cetera Advisor Networks
California
$413K +$64.3K +3,373 +18%
CWM
38
Cornerstone Wealth Management
Missouri
$369K +$229 +12 +0.1%
EWM
39
Echo Wealth Management
Minnesota
$361K -$88K -4,614 -19%
OBWG
40
Onyx Bridge Wealth Group
New York
$360K +$143K +7,516 +65%
WWM
41
Western Wealth Management
Colorado
$345K +$69K +3,620 +24%
XF
42
XML Financial
Maryland
$280K
FCA
43
FinTrust Capital Advisors
South Carolina
$259K
IFG
44
Independent Financial Group
California
$254K +$7.15K +375 +3%
TFS
45
TrustCore Financial Services
Tennessee
$252K +$133 +7 +0.1%
AFAS
46
Acorn Financial Advisory Services
Virginia
$252K +$50K +2,620 +24%
MWM
47
Meridian Wealth Management
Kentucky
$245K +$250K +13,107 New
AWS
48
Atria Wealth Solutions
New York
$208K -$2.44K -128 -1%
FAIM
49
Financial Advocates Investment Management
Washington
$208K +$212K +11,125 New
DADC
50
D.A. Davidson & Co
Montana
$200K -$357K -18,717 -64%