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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

56 hedge funds and large institutions have $97M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% 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
14
Increased
13
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$12.1M
2
BAS
2
Breakthru Advisory Services
Wisconsin
$5.9M
3
Mariner
3
Mariner
Kansas
$4.36M
4
Raymond James Financial
4
Raymond James Financial
Florida
$2.73M
5
MA
5
Mutual Advisors
Nebraska
$3.35M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.5M
2
SCA
2
Snowden Capital Advisors
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$926K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.3M
5
PAG
5
Private Advisor Group
New Jersey
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$480K 25,549 +25,549 New
PAG
27
Private Advisor Group
New Jersey
$428K 22,791 -12,279 -35%
GIA
28
Gladstone Institutional Advisory
Florida
$376K 20,025 +345 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$361K 19,225 +19,225 New
CFD
30
Creative Financial Designs
Indiana
$339K 18,039 +1,373 +8%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$313K 16,692 +16,692 New
XF
32
XML Financial
Maryland
$281K 14,989 – –
OIA
33
OneDigital Investment Advisors
Kansas
$278K 14,821 – –
LFG
34
Larson Financial Group
Missouri
$266K 14,192 -4,428 -24%
AWG
35
Altus Wealth Group
Colorado
$238K 12,659 +12,659 New
CWM
36
Cornerstone Wealth Management
Missouri
$231K 12,310 -1,428 -10%
KDA
37
Kraft Davis & Associates
Missouri
$219K 11,675 -1,020 -8%
Truist Financial
38
Truist Financial
North Carolina
$213K 11,373 +143 +1%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$109K 5,821 +3 +0.1%
HI
40
Harbour Investments
Wisconsin
$95.3K 5,079 +41 +0.8%
GWM
41
Geneos Wealth Management
Colorado
$92.7K 4,940 – –
ACA
42
Aptus Capital Advisors
Alabama
$76.3K 4,067 +4,067 New
PTC
43
Private Trust Company
Ohio
$66.4K 3,540 – –
T
44
Tidemark
California
$54.8K 2,922 – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$33.8K 1,800 -400 -18%
MCM
46
MAI Capital Management
Ohio
$31.7K 1,688 +1,688 New
UBS Group
47
UBS Group
Switzerland
$31K 1,652 -8,664 -84%
TCM
48
TD Capital Management
Tennessee
$19.7K 1,048 – –
AG
49
AmeriFlex Group
Nevada
$16.9K 900 +900 New
AF
50
Advisornet Financial
Minnesota
$7.7K 410 +410 New
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