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First Trust Low Duration Strategic Focus ETF

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: 6069 (+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: 11 (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
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