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First Trust Low Duration Strategic Focus ETF
LDSF

61 hedge funds and large institutions have $152M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.32M)

3% more funds holding

Funds holding: 59 → 61 (+2)

2.67% more ownership

Funds ownership: 69.88% → 72.55% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

66% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 32

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
11
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.3M
2
CAAS
Capital Asset Advisory Services
Michigan
+$9.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.39M
4
Jane Street
Jane Street
New York
+$1.18M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$741K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.33M
2
KAS
Kestra Advisory Services
Texas
-$8.5M
3
EC
EdgeRock Capital
Colorado
-$1.71M
4
C
CEDRUS
Colorado
-$1.47M
5
AWM
AE Wealth Management
Kansas
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$93K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$92K – – –
GWM
53
Geneos Wealth Management
Colorado
$91.1K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$57.6K +$20.2K +1,095 +54%
ASN
55
Advisory Services Network
Georgia
$47.3K +$47.3K +2,566 New
DI
56
Disciplined Investments
Oklahoma
$27.3K – – –
TCM
57
TD Capital Management
Tennessee
$19.3K – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$17K +$16.6K +903 New
HI
59
Harbour Investments
Wisconsin
$11.1K -$11.2K -610 -50%
BWL
60
Bogart Wealth LLC
Virginia
$2.08K – – –
Wells Fargo
61
Wells Fargo
California
$18 -$27.5K -1,492 -100%
Citadel Advisors
62
Citadel Advisors
Florida
– -$546K -29,749 Closed
IFG
63
Independent Financial Group
California
– -$250K -13,582 Closed
AWS
64
Atria Wealth Solutions
New York
– -$205K -11,142 Closed
M1FG
65
Mach-1 Financial Group
Arkansas
– -$26K -1,420 Closed
1 2
3

LDSF Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2022, worth a combined $152M — up 6.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDSF positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 32 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $9.33M.

  • 61 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $152M of First Trust Low Duration Strategic Focus ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $25.3M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2022.