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First Trust Low Duration Strategic Focus ETF

49 hedge funds and large institutions have $110M invested in First Trust Low Duration Strategic Focus ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $92M → $110M (+$17.8M)

9% more funds holding

Funds holding: 4549 (+4)

8.66% more ownership

Funds ownership: 69.49%78.16% (+8.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
25
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Gladstone Institutional Advisory
Florida
$19.2M -$578K -28,277 -3%
LPL Financial
2
LPL Financial
California
$18.9M +$8.05M +394,025 +75%
VA
3
Valmark Advisers
Ohio
$7.45M +$1.73M +84,862 +30%
Citadel Advisors
4
Citadel Advisors
Florida
$6.51M +$1.61M +78,916 +33%
APWA
5
Atlas Private Wealth Advisors
New Jersey
$5.81M +$962K +47,055 +20%
CAAS
6
Capital Asset Advisory Services
Michigan
$5.26M -$991K -48,491 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.81M -$938K -45,895 -16%
Stifel Financial
8
Stifel Financial
Missouri
$4.08M +$399K +19,547 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4M +$955K +46,719 +31%
MA
10
Mutual Advisors
Nebraska
$2.88M +$735K +35,950 +34%
PAG
11
Private Advisor Group
New Jersey
$2.71M +$73.3K +3,588 +3%
SMF
12
Sterling Manor Financial
New York
$2.48M +$2.48M +121,289 New
CA
13
Cetera Advisors
Colorado
$2.34M +$51.2K +2,507 +2%
ARG
14
Advisory Resource Group
Oklahoma
$2.29M +$156K +7,648 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.28M +$96.6K +4,725 +4%
Jane Street
16
Jane Street
New York
$1.98M +$1.65M +80,893 +512%
AIC
17
Ameritas Investment Company
Nebraska
$1.56M +$417K +20,387 +37%
TFS
18
TrustCore Financial Services
Tennessee
$1.51M -$510K -24,939 -25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.34M -$121K -5,901 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.28M +$54.3K +2,658 +4%
GSC
21
G&S Capital
Colorado
$1.01M +$683K +33,407 +206%
PFS
22
Prospera Financial Services
Texas
$945K +$415K +20,300 +78%
1W
23
1776 Wealth
Georgia
$924K
RJA
24
Raymond James & Associates
Florida
$865K +$149K +7,316 +21%
TWM
25
Triton Wealth Management
Arizona
$611K -$41.4K -2,024 -6%