We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF
LDSF

69 hedge funds and large institutions have $74.3M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

15% more funds holding

Funds holding: 60 → 69 (+9)

0.39% more ownership

Funds ownership: 60.78% → 61.17% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $79.1M → $74.3M (-$4.79M)

68% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 31

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
10
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.7M
2
IAIM
International Assets Investment Management
Florida
+$442K
3
RJA
Raymond James & Associates
Florida
+$379K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$318K
5
Stifel Financial
Stifel Financial
Missouri
+$253K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.19M
2
LPL Financial
LPL Financial
California
-$2.18M
3
Jane Street
Jane Street
New York
-$1.95M
4
AAS
Ameritas Advisory Services
Nebraska
-$1M
5
SPC
Sigma Planning Corp
Michigan
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$451K +$442K +23,935 New
SCA
27
Snowden Capital Advisors
New York
$432K – – –
CAN
28
Cetera Advisor Networks
California
$413K -$29.8K -1,614 -7%
GIA
29
Gladstone Institutional Advisory
Florida
$353K -$41.5K -2,246 -11%
KAS
30
Kestra Advisory Services
Texas
$336K -$279K -15,089 -46%
NA
31
NewEdge Advisors
Louisiana
$325K – – –
APWA
32
Atlas Private Wealth Advisors
New Jersey
$310K -$73.3K -3,970 -19%
XF
33
XML Financial
Maryland
$282K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$272K -$14.3K -773 -5%
CFD
35
Creative Financial Designs
Indiana
$261K +$15.5K +839 +6%
Stifel Financial
36
Stifel Financial
Missouri
$258K +$253K +13,707 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$254K -$3.69K -200 -1%
AFAS
38
Acorn Financial Advisory Services
Virginia
$253K – – –
PFS
39
Prospera Financial Services
Texas
$244K +$4.93K +267 +2%
Citadel Advisors
40
Citadel Advisors
Florida
$240K -$387K -20,959 -62%
AWM
41
AE Wealth Management
Kansas
$233K -$1.75K -95 -0.8%
WWM
42
Western Wealth Management
Colorado
$219K +$277 +15 +0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$204K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$204K -$51.7K -2,798 -21%
T
45
Tidemark
California
$200K +$196K +10,596 New
Truist Financial
46
Truist Financial
North Carolina
$193K -$41.4K -2,240 -18%
FCA
47
FinTrust Capital Advisors
South Carolina
$168K – – –
GWSG
48
GPS Wealth Strategies Group
Colorado
$132K -$290K -15,700 -69%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$104K +$129 +7 +0.1%
GWM
50
Geneos Wealth Management
Colorado
$93.1K – – –
1
2
3

LDSF Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2023, worth a combined $74.3M — down 6.1% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LDSF positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 31 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.7M. The largest seller was Royal Bank of Canada, cutting an estimated $4.19M.

  • 69 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $74.3M of First Trust Low Duration Strategic Focus ETF stock for Q4 2023, down 6.1% quarter-over-quarter.
  • 11 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2023 was Old Mission Capital, an estimated $2.7M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2023.