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First Trust Low Duration Strategic Focus ETF

49 hedge funds and large institutions have $96.1M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $82.2M → $96.1M (+$13.9M)

4.42% more ownership

Funds ownership: 66.83%71.25% (+4.4%)

4% more funds holding

Funds holding: 4749 (+2)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
7
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
51
Wellington Shields & Co
New York
-$219K -11,145 Closed
ASN
52
Advisory Services Network
Georgia
-$66K -3,365 Closed
NFG
53
Next Financial Group
Texas
-$19K -991 Closed
Bank of America
54
Bank of America
North Carolina
-$9K -484 Closed

LDSF Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2020, worth a combined $96.1M — up 17% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LDSF positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Gladstone Institutional Advisory, adding an estimated $9.01M. The largest seller was TrustCore Financial Services, cutting an estimated $4.52M.

  • 49 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2020, up from 47 in Q1 2020.
  • Funds reported $96.1M of First Trust Low Duration Strategic Focus ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2020 was Gladstone Institutional Advisory, an estimated $9.01M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2020 was TrustCore Financial Services, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2020.