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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

63 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, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.07%
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
18
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EdgeRock Capital
Colorado
$16M
2
C
2
CEDRUS
Colorado
$8.14M
3
RJA
3
Raymond James & Associates
Florida
$5.37M
4
BWM
4
BlackDiamond Wealth Management
New York
$2.36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$12M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.54M
3
LPL Financial
3
LPL Financial
California
$24.9M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
AAS
5
Ameritas Advisory Services
Nebraska
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$171K 9,165 – –
UBS Group
52
UBS Group
Switzerland
$123K 6,582 +5,100 +344%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$93K 4,987 – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$70K 3,748 +2,463 +192%
CFD
55
Creative Financial Designs
Indiana
$69K 3,715 +3,210 +636%
PTC
56
Private Trust Company
Ohio
$66K 3,540 +3,540 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$65K 3,500 +400 +13%
Wells Fargo
58
Wells Fargo
California
$28K 1,492 -1 -0.1%
DI
59
Disciplined Investments
Oklahoma
$28K 1,482 – –
M1FG
60
Mach-1 Financial Group
Arkansas
$26K 1,420 +1,420 New
HI
61
Harbour Investments
Wisconsin
$23K 1,210 +1,210 New
TRCT
62
Tower Research Capital (TRC)
New York
$5K 291 +291 New
TCWM
63
Total Clarity Wealth Management
Illinois
$2K 100 +100 New
WEPOG
64
Wealth Enhancement & Preservation of GA
Georgia
– – -220,752 Closed
SG
65
StoneX Group
New York
– – -138,311 Closed
SAM
66
Synergy Asset Management
Washington
– – -45,695 Closed
AFP
67
Ausdal Financial Partners
Iowa
– – -28,391 Closed
TWM
68
Triton Wealth Management
Arizona
– – -16,476 Closed
PFS
69
Prospera Financial Services
Texas
– – -12,251 Closed
MCC
70
Money Concepts Capital
Florida
– – -700 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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