First Trust Low Duration Strategic Focus ETF
LDSF
58 hedge funds and large institutions have $113M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
66% more capital invested
Capital invested by funds: $67.9M → $113M (+$44.9M)
12.37% more ownership
Funds ownership: 63.55% → 75.92% (+12%)
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$44.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.94M |
| 3 |
Jane Street
New York
|
+$1.29M |
| 4 |
C
CEDRUS
Littleton,
Colorado
|
+$1.21M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
51
TD Capital Management
Memphis,
Tennessee
| $19.6K | – | – | – |
|
52
Comerica Bank
Dallas,
Texas
| $18.7K | – | – | – |
|
|
NS
53
NBC Securities
Birmingham,
Alabama
| $18K | -$43.8K | -2,346 | -70% |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $3.31K | +$3.3K | +177 | New |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.99K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $2.24K | +$2.24K | +120 | New |
|
|
SIS
57
Sound Income Strategies
Ft Lauderdale,
Florida
| $35 | – | – | – |
|
|
PFBT
58
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $20 | – | – | – |
|
59
Wells Fargo
San Francisco,
California
| $7 | – | – | – |
|
60
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$203K | -10,833 | Closed |
|
|
DFA
61
DHJJ Financial Advisors
Naperville,
Illinois
| – | -$13.7K | -730 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$2.23K | -119 | Closed |
|
LDSF Hedge Fund Activity: Q2 2024 in Review
58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2024, worth a combined $113M — up 66% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LDSF positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $44.9M. The largest seller was Mutual Advisors, cutting an estimated $3.1M.
- 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2024, up from 57 in Q1 2024.
- Funds reported $113M of First Trust Low Duration Strategic Focus ETF stock for Q2 2024, up 66% quarter-over-quarter.
- 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2024 was Stifel Financial, an estimated $44.9M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2024 was Mutual Advisors, an estimated $3.1M sold.
Based on aggregated 13F filings for Q2 2024.