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First Trust Low Duration Strategic Focus ETF

62 hedge funds and large institutions have $225M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $176M → $225M (+$48.6M)

7.35% more ownership

Funds ownership: 70.18%77.53% (+7.3%)

2% more funds holding

Funds holding: 6162 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
22
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$218K +$222K +11,255 New
AFAS
52
Acorn Financial Advisory Services
Virginia
$211K +$214K +10,864 New
GSC
53
G&S Capital
Colorado
$198K -$112K -5,660 -36%
GWM
54
Geneos Wealth Management
Colorado
$177K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$97K
CIAS
56
Capital Investment Advisory Services
North Carolina
$60K +$43.4K +2,200 +244%
DI
57
Disciplined Investments
Oklahoma
$29K
Wells Fargo
58
Wells Fargo
California
$29K +$20 +1 +0.1%
UBS Group
59
UBS Group
Switzerland
$29K +$29.2K +1,482 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$25K +$25.3K +1,285 New
MCC
61
Money Concepts Capital
Florida
$14K +$13.8K +700 New
CFD
62
Creative Financial Designs
Indiana
$10K +$9.96K +505 New
Citadel Advisors
63
Citadel Advisors
Florida
-$826K -41,256 Closed
IAIM
64
International Assets Investment Management
Florida
-$837K -39,500 Closed
BRWM
65
B. Riley Wealth Management
Tennessee
-$713K -35,653 Closed
DFA
66
DHJJ Financial Advisors
Illinois
-$222K -13,525 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
-$89.7K -4,551 Closed
SWM
68
Spire Wealth Management
Virginia
-$60K -3,000 Closed
FPWM
69
FSB Premier Wealth Management
Iowa
-$29K -1,452 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$7K -349 Closed
IA
71
IFP Advisors
Florida
-$1K -25 Closed