First Trust Low Duration Strategic Focus ETF
LDSF
52 hedge funds and large institutions have $141M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
2.72% more ownership
Funds ownership: 73.6% → 76.32% (+2.7%)
3% more capital invested
Capital invested by funds: $136M → $141M (+$4.75M)
10% less funds holding
Funds holding: 58 → 52 (-6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$5.76M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$4.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.48M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.28M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.36M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.83M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$4.11M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.83M |
| 4 |
Jane Street
New York
|
-$1.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$741K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $5K | – | – | – |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
ARG
53
Advisory Resource Group
Tulsa,
Oklahoma
| – | -$2.83M | -139,381 | Closed |
|
|
54
Jane Street
New York
| – | -$1.38M | -67,891 | Closed |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$741K | -36,514 | Closed |
|
|
CCIA
56
Cherry Creek Investment Advisors
Englewood,
Colorado
| – | -$236K | -11,639 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$68K | -3,365 | Closed |
|
|
SB
58
Strategic Blueprint
Atlanta,
Georgia
| – | -$50K | -2,444 | Closed |
|
|
FHA
59
First Horizon Advisors
Memphis,
Tennessee
| – | -$15K | -750 | Closed |
|
LDSF Hedge Fund Activity: Q3 2021 in Review
52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2021, worth a combined $141M — up 3.5% from $136M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LDSF and 1 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 28 added.
The largest buyer was LPL Financial, adding an estimated $5.76M. The largest seller was Stifel Financial, cutting an estimated $4.83M.
- 52 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2021, down from 58 in Q2 2021.
- Funds reported $141M of First Trust Low Duration Strategic Focus ETF stock for Q3 2021, up 3.5% quarter-over-quarter.
- 1 fund opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2021 and 7 closed out, a net change of -6 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2021 was LPL Financial, an estimated $5.76M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2021 was Stifel Financial, an estimated $4.83M sold.
Based on aggregated 13F filings for Q3 2021.