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First Trust Low Duration Strategic Focus ETF
LDSF

58 hedge funds and large institutions have $96.8M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

6% less funds holding

Funds holding: 62 → 58 (-4)

8.92% less ownership

Funds ownership: 68.55% → 59.62% (-8.9%)

34% less capital invested

Capital invested by funds: $146M → $96.8M (-$49.7M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
C
CEDRUS
Colorado
+$2.42M
2
Jane Street
Jane Street
New York
+$2.37M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$970K
4
CAAS
Capital Asset Advisory Services
Michigan
+$692K
5
GIA
Gladstone Institutional Advisory
Florida
+$390K

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$26.5M
2
AWM
AE Wealth Management
Kansas
-$12.1M
3
KAS
Kestra Advisory Services
Texas
-$11.7M
4
LPL Financial
LPL Financial
California
-$2.81M
5
SPC
Sigma Planning Corp
Michigan
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$488K -$827K -44,417 -63%
WP
27
WealthSource Partners
California
$484K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$466K +$179K +9,627 +61%
SCA
29
Snowden Capital Advisors
New York
$463K – – –
RJA
30
Raymond James & Associates
Florida
$456K +$47.3K +2,542 +11%
GIA
31
Gladstone Institutional Advisory
Florida
$386K +$390K +20,933 New
CAN
32
Cetera Advisor Networks
California
$340K +$5.75K +309 +2%
OBWG
33
Onyx Bridge Wealth Group
New York
$333K -$21.1K -1,135 -6%
NA
34
NewEdge Advisors
Louisiana
$318K -$15K -805 -4%
CWM
35
Cornerstone Wealth Management
Missouri
$280K -$76.7K -4,121 -21%
XF
36
XML Financial
Maryland
$276K – – –
JCM
37
Jacobi Capital Management
Pennsylvania
$276K -$21.3K -1,145 -7%
AFAS
38
Acorn Financial Advisory Services
Virginia
$249K – – –
PFS
39
Prospera Financial Services
Texas
$245K -$36.1K -1,942 -13%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$230K – – –
Truist Financial
41
Truist Financial
North Carolina
$225K -$2.08K -112 -0.9%
CFD
42
Creative Financial Designs
Indiana
$224K +$39.1K +2,103 +21%
WWM
43
Western Wealth Management
Colorado
$213K +$215K +11,575 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$190K -$650K -34,937 -77%
BEI
45
Benjamin Edwards Inc
Missouri
$175K +$67.4K +3,622 +62%
FCA
46
FinTrust Capital Advisors
South Carolina
$164K – – –
PTC
47
Private Trust Company
Ohio
$93.4K – – –
GWM
48
Geneos Wealth Management
Colorado
$91.1K – – –
BFEC
49
Benjamin F. Edwards & Company
Missouri
$88K -$6.96K -374 -7%
CIAS
50
Capital Investment Advisory Services
North Carolina
$86.4K +$3.09K +166 +4%
1
2
3

LDSF Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2023, worth a combined $96.8M — down 34% from $146M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LDSF and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 19 added.

The largest buyer was CEDRUS, adding an estimated $2.42M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $26.5M sold.

  • 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2023, down from 62 in Q1 2023.
  • Funds reported $96.8M of First Trust Low Duration Strategic Focus ETF stock for Q2 2023, down 34% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2023 was CEDRUS, an estimated $2.42M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.