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First Trust Low Duration Strategic Focus ETF
LDSF

55 hedge funds and large institutions have $111M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $90.6M → $111M (+$20.7M)

7.78% more ownership

Funds ownership: 69.14% → 76.92% (+7.8%)

4% less funds holding

Funds holding: 57 → 55 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$10.3M
2
LPL Financial
LPL Financial
California
+$5.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.8M
4
SG
StoneX Group
New York
+$1.5M
5
KAS
Kestra Advisory Services
Texas
+$741K

Top Sellers

1
IA
IFG Advisory
Georgia
-$1.38M
2
Citadel Advisors
Citadel Advisors
Florida
-$508K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$396K
4
Jane Street
Jane Street
New York
-$335K
5
AWM
Axxcess Wealth Management
California
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Principal Securities
Iowa
$394K -$38.3K -1,998 -9%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$384K – – –
BAS
28
Breakthru Advisory Services
Wisconsin
$377K +$65.2K +3,407 +21%
GIA
29
Gladstone Institutional Advisory
Florida
$307K -$34.4K -1,797 -10%
Osaic Holdings
30
Osaic Holdings
Arizona
$288K +$44.9K +2,346 +18%
AWM
31
Apollon Wealth Management
South Carolina
$287K – – –
XF
32
XML Financial
Maryland
$287K – – –
GWM
33
Geneos Wealth Management
Colorado
$284K – – –
KA
34
Kovack Advisors
Florida
$272K +$272K +14,197 New
CWA
35
Crusonia Wealth Advisors
Colorado
$208K +$208K +10,870 New
AWG
36
Altus Wealth Group
Colorado
$205K -$26.4K -1,378 -11%
Truist Financial
37
Truist Financial
North Carolina
$195K +$727 +38 +0.4%
LFG
38
Larson Financial Group
Missouri
$168K -$4.4K -230 -3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$152K +$50.6K +2,641 +50%
IAIM
40
International Assets Investment Management
Florida
$101K +$101K +5,250 New
ACA
41
Aptus Capital Advisors
Alabama
$74.4K – – –
HI
42
Harbour Investments
Wisconsin
$67.6K +$5.99K +313 +10%
T
43
Tidemark
California
$56K – – –
PTC
44
Private Trust Company
Ohio
$46.9K – – –
CFD
45
Creative Financial Designs
Indiana
$41.5K -$76.2K -3,978 -65%
TCM
46
TD Capital Management
Tennessee
$40.2K +$20.1K +1,050 +100%
MCM
47
MAI Capital Management
Ohio
$22.9K – – –
Morgan Stanley
48
Morgan Stanley
New York
$20.8K -$18.8K -983 -48%
AF
49
Advisornet Financial
Minnesota
$7.85K – – –
AG
50
AmeriFlex Group
Nevada
$7.66K -$7.66K -400 -50%
1
2
3

LDSF Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2025, worth a combined $111M — up 23% from $90.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LDSF and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $10.3M. The largest seller was IFG Advisory, exiting entirely with an estimated $1.38M sold.

  • 55 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2025, down from 57 in Q3 2025.
  • Funds reported $111M of First Trust Low Duration Strategic Focus ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2025 and 8 closed out, a net change of -2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2025 was Arax Advisory Partners, an estimated $10.3M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2025 was IFG Advisory, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2025.