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First Trust Low Duration Strategic Focus ETF

51 hedge funds and large institutions have $120M invested in First Trust Low Duration Strategic Focus ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $111M → $120M (+$8.72M)

2.36% less ownership

Funds ownership: 76.92%74.57% (-2.4%)

7% less funds holding

Funds holding: 5551 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$380K +$384K +20,066 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$380K
PS
28
Principal Securities
Iowa
$335K -$54.7K -2,860 -14%
AWM
29
Apollon Wealth Management
South Carolina
$284K
XF
30
XML Financial
Maryland
$284K
GWM
31
Geneos Wealth Management
Colorado
$280K
KA
32
Kovack Advisors
Florida
$272K +$3.17K +166 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$241K -$44.4K -2,324 -15%
CWA
34
Crusonia Wealth Advisors
Colorado
$206K
Truist Financial
35
Truist Financial
North Carolina
$201K +$8.28K +433 +4%
IA
36
IFP Advisors
Florida
$198K +$200K +10,443 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$146K -$3.94K -206 -3%
LFG
38
Larson Financial Group
Missouri
$129K -$36.6K -1,917 -22%
HI
39
Harbour Investments
Wisconsin
$84.8K +$18.1K +949 +27%
ACA
40
Aptus Capital Advisors
Alabama
$73.5K
T
41
Tidemark
California
$55.3K
PTC
42
Private Trust Company
Ohio
$46.3K
TCM
43
TD Capital Management
Tennessee
$39.7K
CFD
44
Creative Financial Designs
Indiana
$37.7K -$3.36K -176 -8%
MCM
45
MAI Capital Management
Ohio
$22.6K
AF
46
Advisornet Financial
Minnesota
$7.76K
AG
47
AmeriFlex Group
Nevada
$7.57K
Wells Fargo
48
Wells Fargo
California
$7.41K +$7.47K +391 +39,100%
Morgan Stanley
49
Morgan Stanley
New York
$2.2K -$18.5K -968 -89%
SIS
50
Sound Income Strategies
Florida
$19

LDSF Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2026, worth a combined $120M — up 7.8% from $111M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LDSF and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $6.89M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $5.2M sold.

  • 51 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2026, down from 55 in Q4 2025.
  • Funds reported $120M of First Trust Low Duration Strategic Focus ETF stock for Q1 2026, up 7.8% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $6.89M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2026.