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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

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.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.96%
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
1
Axxcess Wealth Management
California
$6.35M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13M
3
OIA
3
OneDigital Investment Advisors
Kansas
$1.34M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$543K
5
AAS
5
Ameritas Advisory Services
Nebraska
$1M

Top Sellers

1
EC
1
EdgeRock Capital
Colorado
$0
2
CAAS
2
Capital Asset Advisory Services
Michigan
$6.38M
3
C
3
CEDRUS
Colorado
$7.66M
4
KAS
4
Kestra Advisory Services
Texas
$603K
5
LPL Financial
5
LPL Financial
California
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$431K 23,512 +5,063 +27%
SCA
27
Snowden Capital Advisors
New York
$420K 22,922 -2,160 -9%
GWSG
28
GPS Wealth Strategies Group
Colorado
$416K 22,700 -5,500 -20%
GIA
29
Gladstone Institutional Advisory
Florida
$385K 20,967 +34 +0.2%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$374K 20,394 -9,442 -32%
RJA
31
Raymond James & Associates
Florida
$361K 19,671 -5,077 -21%
OBWG
32
Onyx Bridge Wealth Group
New York
$332K 18,080 – –
NA
33
NewEdge Advisors
Louisiana
$317K 17,270 – –
CWM
34
Cornerstone Wealth Management
Missouri
$279K 15,187 +24 +0.2%
XF
35
XML Financial
Maryland
$275K 14,989 – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$251K 13,690 +13,690 New
JCM
37
Jacobi Capital Management
Pennsylvania
$250K 13,616 -1,351 -9%
AFAS
38
Acorn Financial Advisory Services
Virginia
$246K 13,484 – –
CFD
39
Creative Financial Designs
Indiana
$238K 12,988 +843 +7%
PFS
40
Prospera Financial Services
Texas
$232K 12,665 -612 -5%
AWM
41
AE Wealth Management
Kansas
$229K 12,489 -49,019 -80%
Truist Financial
42
Truist Financial
North Carolina
$229K 12,484 +256 +2%
WWM
43
Western Wealth Management
Colorado
$213K 11,595 +20 +0.2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$199K 10,833 -1,628 -13%
BEI
45
Benjamin Edwards Inc
Missouri
$180K 9,795 +325 +3%
FCA
46
FinTrust Capital Advisors
South Carolina
$163K 8,892 – –
NS
47
NBC Securities
Alabama
$114K 6,241 +6,241 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$102K 5,537 -4,777 -46%
GWM
49
Geneos Wealth Management
Colorado
$90.6K 4,940 – –
PTC
50
Private Trust Company
Ohio
$82.9K 4,520 -545 -11%
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