First Trust Low Duration Strategic Focus ETF
LDSF
61 hedge funds and large institutions have $176M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 0 closing their positions.
25% more capital invested
Capital invested by funds: $141M → $176M (+$35.6M)
17% more funds holding
Funds holding: 52 → 61 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.14% less ownership
Funds ownership: 76.32% → 70.18% (-6.1%)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$29.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.89M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.84M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.74M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.22M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.66M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1.31M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.08M |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$818K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $100K | +$100K | +4,987 | New |
|
|
TFS
52
TrustCore Financial Services
Brentwood,
Tennessee
| $93K | -$818K | -40,804 | -90% |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $91K | -$39.7K | -1,981 | -30% |
|
|
SWM
54
Spire Wealth Management
Mclean,
Virginia
| $60K | +$60.1K | +3,000 | New |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $56K | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $30K | -$20 | -1 | -0.1% |
|
|
DI
57
Disciplined Investments
Tulsa,
Oklahoma
| $30K | – | – | – |
|
|
FPWM
58
FSB Premier Wealth Management
Waterloo,
Iowa
| $29K | +$29.1K | +1,452 | New |
|
|
CIAS
59
Capital Investment Advisory Services
Raleigh,
North Carolina
| $18K | -$25.1K | -1,250 | -58% |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| $7K | +$7K | +349 | New |
|
|
NFG
61
Next Financial Group
Houston,
Texas
| $5K | – | – | – |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
LDSF Hedge Fund Activity: Q4 2021 in Review
61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2021, worth a combined $176M — up 25% from $141M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LDSF positions and 0 closed out — a net gain of 10 holders — while 20 added to existing stakes and 25 trimmed.
The largest buyer was Stifel Financial, adding an estimated $29.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.22M.
- 61 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2021, up from 52 in Q3 2021.
- Funds reported $176M of First Trust Low Duration Strategic Focus ETF stock for Q4 2021, up 25% quarter-over-quarter.
- 10 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2021 and 0 closed out, a net change of +10 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2021 was Stifel Financial, an estimated $29.6M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2021.