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First Trust Low Duration Strategic Focus ETF

59 hedge funds and large institutions have $143M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.52% less ownership

Funds ownership: 75.4%69.88% (-5.5%)

8% less funds holding

Funds holding: 6459 (-5)

20% less capital invested

Capital invested by funds: $178M → $143M (-$35.2M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
18
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$553K -$462K -24,552 -45%
Citadel Advisors
27
Citadel Advisors
Florida
$546K -$136K -7,231 -20%
WWM
28
Western Wealth Management
Colorado
$543K +$207K +11,016 +60%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$540K -$276K -14,681 -33%
JCM
30
Jacobi Capital Management
Pennsylvania
$512K -$14.8K -787 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$497K -$866K -46,034 -63%
Jane Street
32
Jane Street
New York
$478K -$964K -51,232 -66%
APA
33
American Portfolios Advisors
New York
$476K -$320 -17 -0.1%
NA
34
NewEdge Advisors
Louisiana
$433K +$444K +23,580 New
RJA
35
Raymond James & Associates
Florida
$432K -$4.96M -263,642 -92%
CAN
36
Cetera Advisor Networks
California
$410K +$4.35K +231 +1%
CWM
37
Cornerstone Wealth Management
Missouri
$361K -$1.56K -83 -0.4%
GSC
38
G&S Capital
Colorado
$279K +$85.8K +4,560 +43%
XF
39
XML Financial
Maryland
$275K
FCA
40
FinTrust Capital Advisors
South Carolina
$251K
IFG
41
Independent Financial Group
California
$250K
AFAS
42
Acorn Financial Advisory Services
Virginia
$247K
TFS
43
TrustCore Financial Services
Tennessee
$229K -$18.7K -992 -7%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$209K +$144K +7,647 +204%
AWS
45
Atria Wealth Solutions
New York
$205K +$282 +15 +0.1%
FAIM
46
Financial Advocates Investment Management
Washington
$204K
PTC
47
Private Trust Company
Ohio
$93K +$28.7K +1,525 +43%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$92K
GWM
49
Geneos Wealth Management
Colorado
$90K -$79.5K -4,225 -46%
CFD
50
Creative Financial Designs
Indiana
$83K +$15.5K +821 +22%