We are live on ! Find out more
LDSF icon

First Trust Low Duration Strategic Focus ETF

49 hedge funds and large institutions have $96.1M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $82.2M → $96.1M (+$13.9M)

4.42% more ownership

Funds ownership: 66.83%71.25% (+4.4%)

4% more funds holding

Funds holding: 4749 (+2)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
7
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Gladstone Institutional Advisory
Florida
$17.9M +$9.01M +447,304 +103%
LPL Financial
2
LPL Financial
California
$9.43M +$1.82M +90,428 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.73M -$29.9K -1,487 -0.4%
TFS
4
TrustCore Financial Services
Tennessee
$6.4M -$4.52M -224,428 -42%
CAAS
5
Capital Asset Advisory Services
Michigan
$6.35M -$2.52M -124,968 -29%
Jane Street
6
Jane Street
New York
$4.62M +$2.04M +101,300 +80%
APWA
7
Atlas Private Wealth Advisors
New Jersey
$4.01M +$3.98M +197,792 New
VA
8
Valmark Advisers
Ohio
$3.98M -$22.8K -1,134 -0.6%
Citadel Advisors
9
Citadel Advisors
Florida
$3.56M +$3.54M +175,714 New
PAG
10
Private Advisor Group
New Jersey
$2.71M +$284K +14,120 +12%
Stifel Financial
11
Stifel Financial
Missouri
$2.66M +$100K +4,985 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.2M -$1.35M -66,983 -38%
ARG
13
Advisory Resource Group
Oklahoma
$1.97M +$493K +24,468 +34%
CA
14
Cetera Advisors
Colorado
$1.96M +$521K +25,867 +37%
SWP
15
Stratos Wealth Partners
Ohio
$1.88M -$147K -7,316 -7%
RJA
16
Raymond James & Associates
Florida
$1.81M -$983K -48,826 -35%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.73M +$30.8K +1,529 +2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.47M -$56.7K -2,815 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.32M +$934K +46,398 +246%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.18M -$766K -38,046 -40%
AIC
21
Ameritas Investment Company
Nebraska
$1.13M +$470K +23,317 +72%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.11M +$389K +19,311 +54%
OIA
23
OneDigital Investment Advisors
Kansas
$1.05M -$1.2M -59,581 -53%
1W
24
1776 Wealth
Georgia
$915K -$216K -10,725 -19%
TWM
25
Triton Wealth Management
Arizona
$694K -$601K -29,842 -47%

LDSF Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2020, worth a combined $96.1M — up 17% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LDSF positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Gladstone Institutional Advisory, adding an estimated $9.01M. The largest seller was TrustCore Financial Services, cutting an estimated $4.52M.

  • 49 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2020, up from 47 in Q1 2020.
  • Funds reported $96.1M of First Trust Low Duration Strategic Focus ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 7 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2020 was Gladstone Institutional Advisory, an estimated $9.01M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2020 was TrustCore Financial Services, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2020.