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First Trust Low Duration Strategic Focus ETF
LDSF

52 hedge funds and large institutions have $84.9M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.68% less ownership

Funds ownership: 75.92% → 66.24% (-9.7%)

10% less funds holding

Funds holding: 58 → 52 (-6)

25% less capital invested

Capital invested by funds: $113M → $84.9M (-$27.9M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
14
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.22M
2
C
CEDRUS
Colorado
+$1.25M
3
SA
Sanctuary Advisors
Indiana
+$846K
4
MML Investors Services
MML Investors Services
Massachusetts
+$613K
5
AWM
Axxcess Wealth Management
California
+$216K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$32.3M
2
Jane Street
Jane Street
New York
-$1.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.29M
4
SPIA
Steward Partners Investment Advisory
New York
-$958K
5
KDA
Kraft Davis & Associates
Missouri
-$939K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$377K -$1.5K -79 -0.4%
FCA
27
FinTrust Capital Advisors
South Carolina
$365K – – –
LFG
28
Larson Financial Group
Missouri
$357K -$84.4K -4,448 -19%
CFD
29
Creative Financial Designs
Indiana
$319K +$35.3K +1,858 +13%
XF
30
XML Financial
Maryland
$287K – – –
OIA
31
OneDigital Investment Advisors
Kansas
$284K – – –
CWM
32
Cornerstone Wealth Management
Missouri
$263K -$4.27K -225 -2%
KDA
33
Kraft Davis & Associates
Missouri
$239K -$939K -49,489 -80%
SF
34
Synovus Financial
Georgia
$228K -$1.02K -54 -0.5%
Truist Financial
35
Truist Financial
North Carolina
$215K +$12.1K +635 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$201K -$96.4K -5,076 -33%
UBS Group
37
UBS Group
Switzerland
$198K +$196K +10,316 New
JP Morgan Chase
38
JP Morgan Chase
New York
$146K +$145K +7,640 New
GWSG
39
GPS Wealth Strategies Group
Colorado
$134K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$111K -$1.76K -93 -2%
HI
41
Harbour Investments
Wisconsin
$96.5K +$68.6K +3,614 +254%
GWM
42
Geneos Wealth Management
Colorado
$94.7K – – –
PTC
43
Private Trust Company
Ohio
$67.8K -$18.6K -980 -22%
T
44
Tidemark
California
$56K – – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$42.2K – – –
TCM
46
TD Capital Management
Tennessee
$20.1K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$3.83K +$1.52K +80 +67%
GRP
48
Global Retirement Partners
California
$3.43K +$38 +2 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$3.06K – – –
Morgan Stanley
50
Morgan Stanley
New York
$50 +$38 +2 New
1
2
3

LDSF Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2024, worth a combined $84.9M — down 25% from $113M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LDSF and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Envestnet Asset Management, adding an estimated $6.22M. The largest seller was Stifel Financial, cutting an estimated $32.3M.

  • 52 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2024, down from 58 in Q2 2024.
  • Funds reported $84.9M of First Trust Low Duration Strategic Focus ETF stock for Q3 2024, down 25% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $6.22M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2024 was Stifel Financial, an estimated $32.3M sold.

Based on aggregated 13F filings for Q3 2024.