First Trust Low Duration Strategic Focus ETF
LDSF
45 hedge funds and large institutions have $92M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 10 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $96.1M → $92M (-$4.11M)
1.76% less ownership
Funds ownership: 71.25% → 69.49% (-1.8%)
8% less funds holding
Funds holding: 49 → 45 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.74M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.71M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.69M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.54M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$4.43M |
| 2 |
Jane Street
New York
|
-$4.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.05M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.88M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$267K | -13,172 | Closed |
|
|
SWP
52
Summit Wealth Partners
Orlando,
Florida
| – | -$228K | -11,243 | Closed |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| – | -$36.1K | -1,767 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$7K | -325 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$2K | -95 | Closed |
|
LDSF Hedge Fund Activity: Q3 2020 in Review
45 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2020, worth a combined $92M — down 4.3% from $96.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LDSF and 6 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 19 added.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $1.74M. The largest seller was TrustCore Financial Services, cutting an estimated $4.43M.
- 45 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2020, down from 49 in Q2 2020.
- Funds reported $92M of First Trust Low Duration Strategic Focus ETF stock for Q3 2020, down 4.3% quarter-over-quarter.
- 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2020 and 10 closed out, a net change of -4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2020 was Gladstone Institutional Advisory, an estimated $1.74M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2020 was TrustCore Financial Services, an estimated $4.43M sold.
Based on aggregated 13F filings for Q3 2020.