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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

62 hedge funds and large institutions have $146M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
16
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$26.5M
2
SPC
2
Sigma Planning Corp
Michigan
$2.69M
3
SPIA
3
Steward Partners Investment Advisory
New York
$955K
4
SAM
4
Synergy Asset Management
Washington
$773K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$843K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.4M
2
LPL Financial
2
LPL Financial
California
$17.1M
3
AWM
3
AE Wealth Management
Kansas
$13.2M
4
EC
4
EdgeRock Capital
Colorado
$13M
5
GIA
5
Gladstone Institutional Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$467K 25,082 -4,993 -17%
RJA
27
Raymond James & Associates
Florida
$414K 22,206 +3,388 +18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$386K 20,730 -84,124 -80%
CWM
29
Cornerstone Wealth Management
Missouri
$359K 19,284 +19,284 New
OBWG
30
Onyx Bridge Wealth Group
New York
$358K 19,215 -2,277 -11%
CAN
31
Cetera Advisor Networks
California
$338K 18,140 -1,999 -10%
NA
32
NewEdge Advisors
Louisiana
$337K 18,075 +11,367 +169%
JCM
33
Jacobi Capital Management
Pennsylvania
$300K 16,112 -1,765 -10%
Citadel Advisors
34
Citadel Advisors
Florida
$292K 15,669 +15,669 New
PFS
35
Prospera Financial Services
Texas
$284K 15,219 +15,219 New
GSC
36
G&S Capital
Colorado
$283K 15,179 +107 +0.7%
XF
37
XML Financial
Maryland
$279K 14,989 – –
APWA
38
Atlas Private Wealth Advisors
New Jersey
$271K 14,556 +272 +2%
BWM
39
BlackDiamond Wealth Management
New York
$271K 14,491 +3,789 +35%
AFAS
40
Acorn Financial Advisory Services
Virginia
$251K 13,484 – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$232K 12,461 +12,461 New
Truist Financial
42
Truist Financial
North Carolina
$230K 12,340 -16,339 -57%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$219K 11,755 -8,912 -43%
FAIM
44
Financial Advocates Investment Management
Washington
$201K 10,782 -343 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$198K 10,617 -23,261 -69%
CFD
46
Creative Financial Designs
Indiana
$187K 10,042 +3,578 +55%
FCA
47
FinTrust Capital Advisors
South Carolina
$164K 8,892 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$159K 8,561 +7,658 +848%
BEI
49
Benjamin Edwards Inc
Missouri
$109K 5,848 +5,848 New
BAM
50
Belpointe Asset Management
Nevada
$108K 5,780 -6,131 -51%
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