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First Trust Low Duration Strategic Focus ETF
LDSF

61 hedge funds and large institutions have $152M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.32M)

3% more funds holding

Funds holding: 59 → 61 (+2)

2.67% more ownership

Funds ownership: 69.88% → 72.55% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

66% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 32

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
11
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.3M
2
CAAS
Capital Asset Advisory Services
Michigan
+$9.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
4
Jane Street
Jane Street
New York
+$1.18M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$741K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.33M
2
KAS
Kestra Advisory Services
Texas
-$8.5M
3
EC
EdgeRock Capital
Colorado
-$1.71M
4
C
CEDRUS
Colorado
-$1.47M
5
AWM
AE Wealth Management
Kansas
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$555K -$66.1K -3,589 -11%
Truist Financial
27
Truist Financial
North Carolina
$529K -$26.3K -1,429 -5%
WP
28
WealthSource Partners
California
$484K +$484K +26,245 New
OBWG
29
Onyx Bridge Wealth Group
New York
$399K -$204K -11,064 -34%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$381K -$118K -6,390 -24%
CAN
31
Cetera Advisor Networks
California
$371K -$40.1K -2,175 -10%
HighTower Advisors
32
HighTower Advisors
Illinois
$363K -$449K -24,359 -55%
RJA
33
Raymond James & Associates
Florida
$347K -$86.2K -4,675 -20%
JCM
34
Jacobi Capital Management
Pennsylvania
$330K -$184K -9,989 -36%
GSC
35
G&S Capital
Colorado
$278K -$1.99K -108 -0.7%
XF
36
XML Financial
Maryland
$276K – – –
WWM
37
Western Wealth Management
Colorado
$265K -$278K -15,105 -51%
APWA
38
Atlas Private Wealth Advisors
New Jersey
$263K -$329K -17,846 -56%
AFAS
39
Acorn Financial Advisory Services
Virginia
$249K – – –
TFS
40
TrustCore Financial Services
Tennessee
$230K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$223K +$12.7K +688 +6%
BAM
42
Belpointe Asset Management
Nevada
$220K -$370K -20,087 -63%
FAIM
43
Financial Advocates Investment Management
Washington
$205K – – –
OIA
44
OneDigital Investment Advisors
Kansas
$203K +$203K +11,000 New
BWM
45
BlackDiamond Wealth Management
New York
$199K +$197K +10,702 New
FCA
46
FinTrust Capital Advisors
South Carolina
$164K -$88.4K -4,799 -35%
CFD
47
Creative Financial Designs
Indiana
$119K +$35.5K +1,928 +43%
NA
48
NewEdge Advisors
Louisiana
$109K -$311K -16,872 -72%
UBS Group
49
UBS Group
Switzerland
$96.9K +$69.9K +3,795 +260%
CIAS
50
Capital Investment Advisory Services
North Carolina
$94.1K +$29.5K +1,603 +46%
1
2
3

LDSF Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2022, worth a combined $152M — up 6.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDSF positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 32 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $9.33M.

  • 61 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $152M of First Trust Low Duration Strategic Focus ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $25.3M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2022.