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First Trust Low Duration Strategic Focus ETF

64 hedge funds and large institutions have $178M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6264 (+2)

2.13% less ownership

Funds ownership: 77.53%75.4% (-2.1%)

21% less capital invested

Capital invested by funds: $225M → $178M (-$46.6M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
10
Increased
19
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
51
G&S Capital
Colorado
$199K +$7.61K +399 +4%
GWM
52
Geneos Wealth Management
Colorado
$171K
UBS Group
53
UBS Group
Switzerland
$123K +$97.2K +5,100 +344%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$93K
BFEC
55
Benjamin F. Edwards & Company
Missouri
$70K +$47K +2,463 +192%
CFD
56
Creative Financial Designs
Indiana
$69K +$61.2K +3,210 +636%
PTC
57
Private Trust Company
Ohio
$66K +$67.5K +3,540 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$65K +$7.63K +400 +13%
Wells Fargo
59
Wells Fargo
California
$28K -$19 -1 -0.1%
DI
60
Disciplined Investments
Oklahoma
$28K
M1FG
61
Mach-1 Financial Group
Arkansas
$26K +$27.1K +1,420 New
HI
62
Harbour Investments
Wisconsin
$23K +$23.1K +1,210 New
TRCT
63
Tower Research Capital (TRC)
New York
$5K +$5.55K +291 New
TCWM
64
Total Clarity Wealth Management
Illinois
$2K +$1.91K +100 New
WEPOG
65
Wealth Enhancement & Preservation of GA
Georgia
-$4.29M -220,752 Closed
SG
66
StoneX Group
New York
-$2.68M -138,311 Closed
SAM
67
Synergy Asset Management
Washington
-$887K -45,695 Closed
AFP
68
Ausdal Financial Partners
Iowa
-$551K -28,391 Closed
TWM
69
Triton Wealth Management
Arizona
-$327K -16,476 Closed
PFS
70
Prospera Financial Services
Texas
-$238K -12,251 Closed
MCC
71
Money Concepts Capital
Florida
-$14K -700 Closed