We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF

51 hedge funds and large institutions have $96.6M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $86.1M → $96.6M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 74.79%73.7% (-1.1%)

6% less funds holding

Funds holding: 5451 (-3)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
15
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$364K -$811 -43 -0.2%
GIA
27
Gladstone Institutional Advisory
Florida
$339K -$53.4K -2,835 -14%
Jane Street
28
Jane Street
New York
$297K +$17.6K +935 +6%
XF
29
XML Financial
Maryland
$285K
OIA
30
OneDigital Investment Advisors
Kansas
$282K
GWM
31
Geneos Wealth Management
Colorado
$282K -$93.1K -4,940 -25%
AWG
32
Altus Wealth Group
Colorado
$237K -$3.02K -160 -1%
CWM
33
Cornerstone Wealth Management
Missouri
$235K +$415 +22 +0.2%
LFG
34
Larson Financial Group
Missouri
$217K -$46.5K -2,467 -18%
AAS
35
Ameritas Advisory Services
Nebraska
$113K +$112K +5,951 New
Morgan Stanley
36
Morgan Stanley
New York
$107K +$106K +5,637 +563,700%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$106K -$773 -41 -0.7%
HI
38
Harbour Investments
Wisconsin
$101K +$829 +44 +0.8%
Osaic Holdings
39
Osaic Holdings
Arizona
$98.4K -$763K -40,480 -89%
ACA
40
Aptus Capital Advisors
Alabama
$73.8K -$3.43K -182 -4%
PTC
41
Private Trust Company
Ohio
$56.9K -$10.3K -546 -15%
T
42
Tidemark
California
$55.5K
MCM
43
MAI Capital Management
Ohio
$22.7K -$9.31K -494 -29%
TCM
44
TD Capital Management
Tennessee
$19.9K
CIAS
45
Capital Investment Advisory Services
North Carolina
$15.2K
AF
46
Advisornet Financial
Minnesota
$7.79K
GRP
47
Global Retirement Partners
California
$3.52K +$3.49K +185 New
SIS
48
Sound Income Strategies
Florida
$37
Wells Fargo
49
Wells Fargo
California
$21
PFBT
50
Parkside Financial Bank & Trust
Missouri
$20

LDSF Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2025, worth a combined $96.6M — up 12% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LDSF and 2 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Royal Bank of Canada, adding an estimated $7.11M. The largest seller was Mutual Advisors, cutting an estimated $2.88M.

  • 51 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2025, down from 54 in Q1 2025.
  • Funds reported $96.6M of First Trust Low Duration Strategic Focus ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 2 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $7.11M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2025 was Mutual Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.