First Trust Low Duration Strategic Focus ETF
LDSF
56 hedge funds and large institutions have $97M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $84.9M → $97M (+$12.1M)
9.77% more ownership
Funds ownership: 66.24% → 76.01% (+9.8%)
8% more funds holding
Funds holding: 52 → 56 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$12.2M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.4M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.61M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.58M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$919K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $3.4K | +$38 | +2 | +1% |
|
|
CFGS
52
Concourse Financial Group Securities
Birmingham,
Alabama
| $3.01K | – | – | – |
|
53
Morgan Stanley
New York
| $43 | – | – | – |
|
|
SIS
54
Sound Income Strategies
Ft Lauderdale,
Florida
| $36 | – | – | – |
|
|
PFBT
55
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $20 | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $10 | +$19 | +1 | New |
|
|
SCA
57
Snowden Capital Advisors
New York
| – | -$439K | -22,922 | Closed |
|
|
SF
58
Synovus Financial
Columbus,
Georgia
| – | -$228K | -11,885 | Closed |
|
59
Citadel Advisors
Miami,
Florida
| – | -$201K | -10,498 | Closed |
|
60
JP Morgan Chase
New York
| – | -$146K | -7,640 | Closed |
|
|
GWSG
61
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$134K | -7,000 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$3.83K | -200 | Closed |
|
LDSF Hedge Fund Activity: Q4 2024 in Review
56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2024, worth a combined $97M — up 14% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LDSF positions and 6 closed out — a net gain of 8 holders — while 13 added to existing stakes and 18 trimmed.
The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $12.2M. The largest seller was Envestnet Asset Management, cutting an estimated $4.41M.
- 56 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2024, up from 52 in Q3 2024.
- Funds reported $97M of First Trust Low Duration Strategic Focus ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 14 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $12.2M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $4.41M sold.
Based on aggregated 13F filings for Q4 2024.