First Trust Low Duration Strategic Focus ETF
LDSF
58 hedge funds and large institutions have $136M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
7% more funds holding
Funds holding: 54 → 58 (+4)
5% more capital invested
Capital invested by funds: $130M → $136M (+$6.44M)
5.98% less ownership
Funds ownership: 79.58% → 73.6% (-6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $57K | -$19.9K | -980 | -26% |
|
|
SB
52
Strategic Blueprint
Atlanta,
Georgia
| $50K | +$49.6K | +2,444 | New |
|
|
CIAS
53
Capital Investment Advisory Services
Raleigh,
North Carolina
| $46K | -$2.03K | -100 | -4% |
|
|
DI
54
Disciplined Investments
Tulsa,
Oklahoma
| $30K | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $30K | – | – | – |
|
|
FHA
56
First Horizon Advisors
Memphis,
Tennessee
| $15K | – | – | – |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| $5K | – | – | – |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
59
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$1.12M | -55,583 | Closed |
|
|
SWM
60
Spire Wealth Management
Mclean,
Virginia
| – | -$304K | -15,000 | Closed |
|
|
AWA
61
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$20K | -1,000 | Closed |
|
LDSF Hedge Fund Activity: Q2 2021 in Review
58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2021, worth a combined $136M — up 5% from $130M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LDSF positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.17M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $15.3M.
- 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $136M of First Trust Low Duration Strategic Focus ETF stock for Q2 2021, up 5% quarter-over-quarter.
- 7 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2021 and 3 closed out, a net change of +4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2021 was LPL Financial, an estimated $7.17M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2021 was Gladstone Institutional Advisory, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2021.