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First Trust Low Duration Strategic Focus ETF
LDSF

57 hedge funds and large institutions have $67.9M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% more ownership

Funds ownership: 61.17% → 63.55% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $74.3M → $67.9M (-$6.45M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

17% less funds holding

Funds holding: 69 → 57 (-12)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$1.6M
2
PFS
Prospera Financial Services
Texas
+$945K
3
Citadel Advisors
Citadel Advisors
Florida
+$671K
4
AAS
Ameritas Advisory Services
Nebraska
+$575K
5
RJA
Raymond James & Associates
Florida
+$496K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$2.76M
2
AWM
Axxcess Wealth Management
California
-$1.32M
3
CAAS
Capital Asset Advisory Services
Michigan
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$574K +$575K +30,631 New
1W
27
1776 Wealth
Georgia
$563K – – –
SCA
28
Snowden Capital Advisors
New York
$430K – – –
CAN
29
Cetera Advisor Networks
California
$398K -$13K -694 -3%
IAIM
30
International Assets Investment Management
Florida
$363K -$84.5K -4,500 -19%
GIA
31
Gladstone Institutional Advisory
Florida
$352K +$1.39K +74 +0.4%
CA
32
Cetera Advisors
Colorado
$330K +$330K +17,583 New
XF
33
XML Financial
Maryland
$281K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$261K -$8.97K -478 -3%
KAS
35
Kestra Advisory Services
Texas
$255K -$78.5K -4,180 -23%
CFD
36
Creative Financial Designs
Indiana
$249K -$10.5K -557 -4%
SF
37
Synovus Financial
Georgia
$221K +$221K +11,781 New
WWM
38
Western Wealth Management
Colorado
$218K +$526 +28 +0.2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$203K – – –
Truist Financial
40
Truist Financial
North Carolina
$195K +$3.19K +170 +2%
GWSG
41
GPS Wealth Strategies Group
Colorado
$131K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$118K +$14.2K +756 +14%
T
43
Tidemark
California
$98K -$101K -5,373 -51%
GWM
44
Geneos Wealth Management
Colorado
$92.6K – – –
PTC
45
Private Trust Company
Ohio
$84.8K – – –
FCA
46
FinTrust Capital Advisors
South Carolina
$83.4K -$83.5K -4,446 -50%
NS
47
NBC Securities
Alabama
$62K -$24.2K -1,291 -28%
CIAS
48
Capital Investment Advisory Services
North Carolina
$48.8K +$939 +50 +2%
HI
49
Harbour Investments
Wisconsin
$26.7K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$24K – – –
1
2
3

LDSF Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2024, worth a combined $67.9M — down 8.7% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LDSF and 4 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.76M sold.

  • 57 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $67.9M of First Trust Low Duration Strategic Focus ETF stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2024 and 15 closed out, a net change of -11 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2024 was D.A. Davidson & Co, an estimated $1.6M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2024 was Old Mission Capital, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2024.