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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

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
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
–

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
$8.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.81M
3
RJA
Raymond James & Associates
Florida
$5.16M
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$5.27M
5
IAA
Independent Advisor Alliance
North Carolina
$2.66M

Top Sellers

1
NFG
Next Financial Group
Texas
$33K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$314K
3
WS
Wedbush Securities
California
$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
1
TrustCore Financial Services
Tennessee
$9.73M +$1.57M +76,456 +19%
CAAS
2
Capital Asset Advisory Services
Michigan
$8.7M +$8.7M +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
$4.76M +$2.3M +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 +$2.09M +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 +$1.59M +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 +$920K +44,872 New
CA
17
Cetera Advisors
Colorado
$826K +$272K +13,303 +49%
GWM
18
Geneos Wealth Management
Colorado
$508K +$167K +8,125 +49%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$429K +$20.4K +998 +5%
JCM
20
Jacobi Capital Management
Pennsylvania
$355K +$231K +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
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