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First Trust Low Duration Strategic Focus ETF

54 hedge funds and large institutions have $86.1M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.22% less ownership

Funds ownership: 76.01%74.79% (-1.2%)

4% less funds holding

Funds holding: 5654 (-2)

11% less capital invested

Capital invested by funds: $97M → $86.1M (-$11M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
18
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$409K +$68.6K +3,640 +20%
GIA
27
Gladstone Institutional Advisory
Florida
$390K +$12.5K +666 +3%
PAG
28
Private Advisor Group
New Jersey
$386K -$43.5K -2,312 -10%
GWM
29
Geneos Wealth Management
Colorado
$373K +$279K +14,820 +300%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$363K
XF
31
XML Financial
Maryland
$283K
OIA
32
OneDigital Investment Advisors
Kansas
$280K
Jane Street
33
Jane Street
New York
$277K -$581K -30,834 -68%
LFG
34
Larson Financial Group
Missouri
$262K -$5.37K -285 -2%
AWG
35
Altus Wealth Group
Colorado
$239K -$339 -18 -0.1%
CWM
36
Cornerstone Wealth Management
Missouri
$233K +$414 +22 +0.2%
KDA
37
Kraft Davis & Associates
Missouri
$205K -$13.2K -701 -6%
JP Morgan Chase
38
JP Morgan Chase
New York
$131K +$131K +6,933 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$106K -$3.77K -200 -3%
HI
40
Harbour Investments
Wisconsin
$99.7K +$3.86K +205 +4%
ACA
41
Aptus Capital Advisors
Alabama
$76.7K
PTC
42
Private Trust Company
Ohio
$66.8K
T
43
Tidemark
California
$55.1K
MCM
44
MAI Capital Management
Ohio
$31.9K
TCM
45
TD Capital Management
Tennessee
$19.8K
AG
46
AmeriFlex Group
Nevada
$17K
CIAS
47
Capital Investment Advisory Services
North Carolina
$15.1K -$18.8K -1,000 -56%
HFS
48
Hantz Financial Services
Michigan
$11K +$10.7K +570 New
AF
49
Advisornet Financial
Minnesota
$7.74K
Morgan Stanley
50
Morgan Stanley
New York
$37 -$19 -1 -50%

LDSF Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2025, worth a combined $86.1M — down 11% from $97M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LDSF and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.72M. The largest seller was Stifel Financial, exiting entirely with an estimated $13.1M sold.

  • 54 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2025, down from 56 in Q4 2024.
  • Funds reported $86.1M of First Trust Low Duration Strategic Focus ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $3.72M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2025 was Stifel Financial, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.