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First Trust Low Duration Strategic Focus ETF
LDSF

60 hedge funds and large institutions have $79.1M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 58 → 60 (+2)

1.16% more ownership

Funds ownership: 59.62% → 60.78% (+1.2%)

18% less capital invested

Capital invested by funds: $96.8M → $79.1M (-$17.7M)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Axxcess Wealth Management
California
+$6.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.7M
3
OIA
OneDigital Investment Advisors
Kansas
+$566K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$547K
5
AAS
Ameritas Advisory Services
Nebraska
+$523K

Top Sellers

1
EC
EdgeRock Capital
Colorado
-$11.9M
2
CAAS
Capital Asset Advisory Services
Michigan
-$3.86M
3
C
CEDRUS
Colorado
-$2.87M
4
KAS
Kestra Advisory Services
Texas
-$2.65M
5
LPL Financial
LPL Financial
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$431K +$93.5K +5,063 +27%
SCA
27
Snowden Capital Advisors
New York
$420K -$39.9K -2,160 -9%
GWSG
28
GPS Wealth Strategies Group
Colorado
$416K -$102K -5,500 -20%
GIA
29
Gladstone Institutional Advisory
Florida
$385K +$628 +34 +0.2%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$374K -$174K -9,442 -32%
RJA
31
Raymond James & Associates
Florida
$361K -$93.8K -5,077 -21%
OBWG
32
Onyx Bridge Wealth Group
New York
$332K – – –
NA
33
NewEdge Advisors
Louisiana
$317K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$279K +$443 +24 +0.2%
XF
35
XML Financial
Maryland
$275K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$251K +$253K +13,690 New
JCM
37
Jacobi Capital Management
Pennsylvania
$250K -$24.9K -1,351 -9%
AFAS
38
Acorn Financial Advisory Services
Virginia
$246K – – –
CFD
39
Creative Financial Designs
Indiana
$238K +$15.6K +843 +7%
PFS
40
Prospera Financial Services
Texas
$232K -$11.3K -612 -5%
AWM
41
AE Wealth Management
Kansas
$229K -$905K -49,019 -80%
Truist Financial
42
Truist Financial
North Carolina
$229K +$4.73K +256 +2%
WWM
43
Western Wealth Management
Colorado
$213K +$369 +20 +0.2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$199K -$30.1K -1,628 -13%
BEI
45
Benjamin Edwards Inc
Missouri
$180K +$6K +325 +3%
FCA
46
FinTrust Capital Advisors
South Carolina
$163K – – –
NS
47
NBC Securities
Alabama
$114K +$115K +6,241 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$102K -$88.2K -4,777 -46%
GWM
49
Geneos Wealth Management
Colorado
$90.6K – – –
PTC
50
Private Trust Company
Ohio
$82.9K -$10.1K -545 -11%
1
2
3

LDSF Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2023, worth a combined $79.1M — down 18% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LDSF positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $6.39M. The largest seller was EdgeRock Capital, exiting entirely with an estimated $11.9M sold.

  • 60 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $79.1M of First Trust Low Duration Strategic Focus ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2023 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $6.39M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2023 was EdgeRock Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.