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First Trust Low Duration Strategic Focus ETF
LDSF

57 hedge funds and large institutions have $67.9M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% more ownership

Funds ownership: 61.17% → 63.55% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $74.3M → $67.9M (-$6.45M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

17% less funds holding

Funds holding: 69 → 57 (-12)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$1.6M
2
PFS
Prospera Financial Services
Texas
+$945K
3
Citadel Advisors
Citadel Advisors
Florida
+$671K
4
AAS
Ameritas Advisory Services
Nebraska
+$575K
5
RJA
Raymond James & Associates
Florida
+$496K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$2.76M
2
AWM
Axxcess Wealth Management
California
-$1.32M
3
CAAS
Capital Asset Advisory Services
Michigan
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
51
TD Capital Management
Tennessee
$19.7K – – –
Comerica Bank
52
Comerica Bank
Texas
$18.8K – – –
DFA
53
DHJJ Financial Advisors
Illinois
$13.7K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$3K – – –
UBS Group
55
UBS Group
Switzerland
$2.23K -$16.7K -892 -88%
SIS
56
Sound Income Strategies
Florida
$35 – – –
PFBT
57
Parkside Financial Bank & Trust
Missouri
$20 – – –
Wells Fargo
58
Wells Fargo
California
$6 -$19 -1 Closed
OMC
59
Old Mission Capital
Illinois
– -$2.76M -146,351 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$943K -50,050 Closed
NA
61
NewEdge Advisors
Louisiana
– -$325K -17,270 Closed
APWA
62
Atlas Private Wealth Advisors
New Jersey
– -$310K -16,424 Closed
Stifel Financial
63
Stifel Financial
Missouri
– -$258K -13,707 Closed
AFAS
64
Acorn Financial Advisory Services
Virginia
– -$253K -13,484 Closed
AWM
65
AE Wealth Management
Kansas
– -$233K -12,394 Closed
JCM
66
Jacobi Capital Management
Pennsylvania
– -$204K -10,818 Closed
EC
67
EdgeRock Capital
Colorado
– -$36.7K -1,949 Closed
ASN
68
Advisory Services Network
Georgia
– -$35K -1,856 Closed
CWM
69
CarsonAllaria Wealth Management
Illinois
– -$20.1K -1,066 Closed
BEI
70
Benjamin Edwards Inc
Missouri
– -$18K -938 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
– -$17.5K -931 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– -$6.58K -349 Closed
1 2
3

LDSF Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2024, worth a combined $67.9M — down 8.7% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LDSF and 4 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.76M sold.

  • 57 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $67.9M of First Trust Low Duration Strategic Focus ETF stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2024 and 15 closed out, a net change of -11 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2024 was D.A. Davidson & Co, an estimated $1.6M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2024 was Old Mission Capital, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2024.