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First Trust Low Duration Strategic Focus ETF

69 hedge funds and large institutions have $74.3M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

15% more funds holding

Funds holding: 6069 (+9)

0.39% more ownership

Funds ownership: 60.78%61.17% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $79.1M → $74.3M (-$4.79M)

68% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 31

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
10
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
51
NBC Securities
Alabama
$87K -$29.7K -1,608 -26%
PTC
52
Private Trust Company
Ohio
$85.2K
CIAS
53
Capital Investment Advisory Services
North Carolina
$48.1K -$30.5K -1,650 -39%
EC
54
EdgeRock Capital
Colorado
$36.7K +$36K +1,949 New
ASN
55
Advisory Services Network
Georgia
$35K +$34.3K +1,856 New
HI
56
Harbour Investments
Wisconsin
$26.8K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$24K
CWM
58
CarsonAllaria Wealth Management
Illinois
$20.1K +$19.7K +1,066 New
TCM
59
TD Capital Management
Tennessee
$19.8K
UBS Group
60
UBS Group
Switzerland
$19.1K +$18.7K +1,011 New
Comerica Bank
61
Comerica Bank
Texas
$18.8K
BEI
62
Benjamin Edwards Inc
Missouri
$18K -$164K -8,857 -90%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$17.5K +$17.2K +931 New
DFA
64
DHJJ Financial Advisors
Illinois
$13.8K -$10.6K -575 -44%
TRCT
65
Tower Research Capital (TRC)
New York
$6.58K -$33.2K -1,799 -84%
CFGS
66
Concourse Financial Group Securities
Alabama
$3.02K
SIS
67
Sound Income Strategies
Florida
$34
PFBT
68
Parkside Financial Bank & Trust
Missouri
$20 +$18 +1 New
Wells Fargo
69
Wells Fargo
California
$15 -$7.74K -419 -100%
AAS
70
Ameritas Advisory Services
Nebraska
-$1M -54,876 Closed
OBWG
71
Onyx Bridge Wealth Group
New York
-$332K -18,080 Closed