We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF

43 hedge funds and large institutions have $67.5M invested in First Trust Low Duration Strategic Focus ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

161% more capital invested

Capital invested by funds: $25.9M → $67.5M (+$41.6M)

87% more funds holding

Funds holding: 2343 (+20)

18.73% more ownership

Funds ownership: 48.39%67.12% (+19%)

Holders
43
Holders Change
+20
Holders Change %
+86.96%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
16
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1
TrustCore Financial Services
Tennessee
$9.73M +$1.57M +76,456 +19%
CAAS
2
Capital Asset Advisory Services
Michigan
$8.7M +$8.66M +421,786 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.81M +$7.81M +380,734 New
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$5.27M +$3.01M +146,867 +133%
RJA
5
Raymond James & Associates
Florida
$5.16M +$4.33M +211,023 +521%
LPL Financial
6
LPL Financial
California
$4.75M +$2.31M +112,411 +94%
VA
7
Valmark Advisers
Ohio
$3.64M +$134K +6,551 +4%
IAA
8
Independent Advisor Alliance
North Carolina
$2.66M +$2.66M +129,649 New
OIA
9
OneDigital Investment Advisors
Kansas
$2.35M +$150K +7,303 +7%
ARG
10
Advisory Resource Group
Oklahoma
$2.09M +$2.1M +102,125 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.08M
SWP
12
Stratos Wealth Partners
Ohio
$1.7M +$1.7M +82,650 New
HighTower Advisors
13
HighTower Advisors
Illinois
$1.59M +$1.6M +77,745 New
AG
14
Advisor Group
Arizona
$1.26M +$293K +14,299 +30%
PAG
15
Private Advisor Group
New Jersey
$1.19M +$1.19M +57,945 New
CWM
16
Cornerstone Wealth Management
Missouri
$920K +$921K +44,872 New
CA
17
Cetera Advisors
Colorado
$826K +$273K +13,303 +49%
GWM
18
Geneos Wealth Management
Colorado
$508K +$167K +8,125 +49%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$429K +$20.5K +998 +5%
JCM
20
Jacobi Capital Management
Pennsylvania
$355K +$232K +11,280 +187%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$345K +$345K +16,810 New
AIC
22
Ameritas Investment Company
Nebraska
$336K +$336K +16,372 New
PFS
23
Prospera Financial Services
Texas
$321K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$314K -$54.4K -2,652 -15%
FTUS
25
Flow Traders U.S.
New York
$311K +$311K +15,171 New

LDSF Hedge Fund Activity: Q4 2019 in Review

43 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2019, worth a combined $67.5M — up 161% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LDSF positions and 0 closed out — a net gain of 20 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Capital Asset Advisory Services, opening a new position worth an estimated $8.66M. The largest seller was Next Financial Group, cutting an estimated $209K.

  • 43 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2019, up from 23 in Q3 2019.
  • Funds reported $67.5M of First Trust Low Duration Strategic Focus ETF stock for Q4 2019, up 161% quarter-over-quarter.
  • 20 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2019 and 0 closed out, a net change of +20 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2019 was Capital Asset Advisory Services, an estimated $8.66M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2019 was Next Financial Group, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2019.