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First Trust Low Duration Strategic Focus ETF
LDSF

57 hedge funds and large institutions have $90.6M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 51 → 57 (+6)

4.57% less ownership

Funds ownership: 73.7% → 69.14% (-4.6%)

6% less capital invested

Capital invested by funds: $96.6M → $90.6M (-$6.03M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.37M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.11M
3
SOS
Silver Oak Securities
Tennessee
+$1.69M
4
IA
IFG Advisory
Georgia
+$1.37M
5
Raymond James Financial
Raymond James Financial
Florida
+$745K

Top Sellers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
-$8.94M
2
BAS
Breakthru Advisory Services
Wisconsin
-$5.49M
3
MA
Mutual Advisors
Nebraska
-$583K
4
1W
1776 Wealth
Georgia
-$570K
5
Citadel Advisors
Citadel Advisors
Florida
-$479K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$341K -$629 -33 -0.2%
Jane Street
27
Jane Street
New York
$335K +$36K +1,890 +12%
BAS
28
Breakthru Advisory Services
Wisconsin
$311K -$5.49M -288,244 -95%
AWM
29
Apollon Wealth Management
South Carolina
$287K +$286K +15,000 New
XF
30
XML Financial
Maryland
$287K – – –
GWM
31
Geneos Wealth Management
Colorado
$283K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$243K +$143K +7,526 +145%
OIA
33
OneDigital Investment Advisors
Kansas
$240K -$42.9K -2,254 -15%
CWM
34
Cornerstone Wealth Management
Missouri
$237K +$419 +22 +0.2%
AWG
35
Altus Wealth Group
Colorado
$231K -$7.47K -392 -3%
Truist Financial
36
Truist Financial
North Carolina
$194K +$194K +10,168 New
LFG
37
Larson Financial Group
Missouri
$172K -$46.8K -2,455 -21%
CFD
38
Creative Financial Designs
Indiana
$118K -$274K -14,375 -70%
AAS
39
Ameritas Advisory Services
Nebraska
$111K -$2.65K -139 -2%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$101K -$5.72K -300 -5%
ACA
41
Aptus Capital Advisors
Alabama
$74.3K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$68.2K +$68K +3,567 New
HI
43
Harbour Investments
Wisconsin
$61.5K -$40.2K -2,111 -40%
T
44
Tidemark
California
$55.9K – – –
PTC
45
Private Trust Company
Ohio
$46.8K -$10.4K -546 -18%
Morgan Stanley
46
Morgan Stanley
New York
$39.5K -$68K -3,571 -63%
MCM
47
MAI Capital Management
Ohio
$22.8K – – –
TCM
48
TD Capital Management
Tennessee
$20K – – –
AG
49
AmeriFlex Group
Nevada
$15.3K +$15.2K +800 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$9.56K -$5.72K -300 -38%
1
2
3

LDSF Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2025, worth a combined $90.6M — down 6.2% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDSF positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.37M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $8.94M sold.

  • 57 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $90.6M of First Trust Low Duration Strategic Focus ETF stock for Q3 2025, down 6.2% quarter-over-quarter.
  • 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2025 was LPL Financial, an estimated $2.37M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2025.