First Trust Low Duration Strategic Focus ETF
LDSF
54 hedge funds and large institutions have $130M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $110M → $130M (+$19.9M)
10% more funds holding
Funds holding: 49 → 54 (+5)
1.43% more ownership
Funds ownership: 78.16% → 79.58% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.2M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$4.12M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.99M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$7.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.51M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.17M |
| 4 |
Jane Street
New York
|
-$1.71M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$512K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
51
Arkadios Wealth Advisors
Atlanta,
Georgia
| $20K | +$20.4K | +1,000 | New |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| $15K | +$15.3K | +750 | New |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $5K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $1K | +$510 | +25 | New |
|
|
VA
55
Valmark Advisers
Akron,
Ohio
| – | -$7.45M | -363,879 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$6.51M | -318,407 | Closed |
|
|
KPWS
57
Kestra Private Wealth Services
Austin,
Texas
| – | -$244K | -11,955 | Closed |
|
|
IWC
58
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$237K | -11,603 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$69K | -3,365 | Closed |
|
60
UBS Group
Zurich,
Switzerland
| – | -$31K | -1,518 | Closed |
|
LDSF Hedge Fund Activity: Q1 2021 in Review
54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2021, worth a combined $130M — up 18% from $110M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LDSF positions and 6 closed out — a net gain of 5 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $13.2M. The largest seller was Valmark Advisers, exiting entirely with an estimated $7.45M sold.
- 54 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2021, up from 49 in Q4 2020.
- Funds reported $130M of First Trust Low Duration Strategic Focus ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 11 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2021 and 6 closed out, a net change of +5 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2021 was AE Wealth Management, an estimated $13.2M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2021 was Valmark Advisers, an estimated $7.45M sold.
Based on aggregated 13F filings for Q1 2021.