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First Trust Low Duration Strategic Focus ETF
LDSF

60 hedge funds and large institutions have $79.1M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 58 → 60 (+2)

1.16% more ownership

Funds ownership: 59.62% → 60.78% (+1.2%)

18% less capital invested

Capital invested by funds: $96.8M → $79.1M (-$17.7M)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Axxcess Wealth Management
California
+$6.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.7M
3
OIA
OneDigital Investment Advisors
Kansas
+$566K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$547K
5
AAS
Ameritas Advisory Services
Nebraska
+$523K

Top Sellers

1
EC
EdgeRock Capital
Colorado
-$11.9M
2
CAAS
Capital Asset Advisory Services
Michigan
-$3.86M
3
C
CEDRUS
Colorado
-$2.87M
4
KAS
Kestra Advisory Services
Texas
-$2.65M
5
LPL Financial
LPL Financial
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$77K -$8.94K -484 -10%
TRCT
52
Tower Research Capital (TRC)
New York
$39.4K +$11.2K +608 +39%
HI
53
Harbour Investments
Wisconsin
$26.1K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$24K -$64.5K -3,491 -73%
DFA
55
DHJJ Financial Advisors
Illinois
$23.9K +$24.1K +1,305 New
TCM
56
TD Capital Management
Tennessee
$19.2K – – –
Comerica Bank
57
Comerica Bank
Texas
$18.3K +$18.5K +1,000 New
Wells Fargo
58
Wells Fargo
California
$7.71K -$18 -1 -0.2%
CFGS
59
Concourse Financial Group Securities
Alabama
$2.93K – – –
SIS
60
Sound Income Strategies
Florida
$33 -$5.32K -288 -99%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$1 – – –
EC
62
EdgeRock Capital
Colorado
– -$11.9M -647,305 Closed
SAM
63
Synergy Asset Management
Washington
– -$684K -37,088 Closed
DI
64
Disciplined Investments
Oklahoma
– -$27.3K -1,482 Closed
Fidelity Investments
65
Fidelity Investments
Massachusetts
– -$129 -7 Closed
1 2
3

LDSF Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2023, worth a combined $79.1M — down 18% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LDSF positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $6.39M. The largest seller was EdgeRock Capital, exiting entirely with an estimated $11.9M sold.

  • 60 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $79.1M of First Trust Low Duration Strategic Focus ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2023 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2023 was Axxcess Wealth Management, an estimated $6.39M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2023 was EdgeRock Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.