We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF
LDSF

58 hedge funds and large institutions have $113M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $67.9M → $113M (+$44.9M)

12.37% more ownership

Funds ownership: 63.55% → 75.92% (+12%)

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$44.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.94M
3
Jane Street
Jane Street
New York
+$1.29M
4
C
CEDRUS
Colorado
+$1.21M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.2M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$3.1M
2
OIA
OneDigital Investment Advisors
Kansas
-$1.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$791K
4
KDA
Kraft Davis & Associates
Missouri
-$717K
5
PAG
Private Advisor Group
New Jersey
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$491K -$81.3K -4,356 -14%
LFG
27
Larson Financial Group
Missouri
$431K -$178K -9,516 -29%
SCA
28
Snowden Capital Advisors
New York
$428K – – –
GIA
29
Gladstone Institutional Advisory
Florida
$369K +$18K +964 +5%
FCA
30
FinTrust Capital Advisors
South Carolina
$356K +$272K +14,600 +328%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$294K +$293K +15,723 New
Citadel Advisors
32
Citadel Advisors
Florida
$291K -$614K -32,929 -68%
XF
33
XML Financial
Maryland
$280K – – –
OIA
34
OneDigital Investment Advisors
Kansas
$277K -$1.28M -68,838 -82%
CFD
35
Creative Financial Designs
Indiana
$277K +$28.7K +1,538 +12%
CWM
36
Cornerstone Wealth Management
Missouri
$261K +$504 +27 +0.2%
SF
37
Synovus Financial
Georgia
$223K +$2.95K +158 +1%
KAS
38
Kestra Advisory Services
Texas
$205K -$49.7K -2,666 -20%
Truist Financial
39
Truist Financial
North Carolina
$198K +$3.38K +181 +2%
WWM
40
Western Wealth Management
Colorado
$195K -$22.9K -1,228 -11%
IAIM
41
International Assets Investment Management
Florida
$155K -$208K -11,150 -57%
GWSG
42
GPS Wealth Strategies Group
Colorado
$131K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$110K -$7.26K -389 -6%
GWM
44
Geneos Wealth Management
Colorado
$92.3K – – –
PTC
45
Private Trust Company
Ohio
$84.5K – – –
T
46
Tidemark
California
$54.6K -$42.9K -2,301 -44%
CIAS
47
Capital Investment Advisory Services
North Carolina
$41.1K -$7.46K -400 -15%
EC
48
EdgeRock Capital
Colorado
$36.4K +$36.4K +1,949 New
HI
49
Harbour Investments
Wisconsin
$26.6K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$24K – – –
1
2
3

LDSF Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2024, worth a combined $113M — up 66% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LDSF positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $44.9M. The largest seller was Mutual Advisors, cutting an estimated $3.1M.

  • 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $113M of First Trust Low Duration Strategic Focus ETF stock for Q2 2024, up 66% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2024 was Stifel Financial, an estimated $44.9M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2024 was Mutual Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.