First Trust Low Duration Strategic Focus ETF
LDSF
58 hedge funds and large institutions have $136M invested in First Trust Low Duration Strategic Focus ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
7% more funds holding
Funds holding: 54 → 58 (+4)
5% more capital invested
Capital invested by funds: $130M → $136M (+$6.44M)
5.98% less ownership
Funds ownership: 79.58% → 73.6% (-6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.17M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$3.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.42M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.79M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$15.3M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.66M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.12M |
| 4 |
GSC
G&S Capital
Denver,
Colorado
|
-$596K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$586K |
LDSF Hedge Fund Activity: Q2 2021 in Review
58 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2021, worth a combined $136M — up 5% from $130M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LDSF positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.17M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $15.3M.
- 58 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $136M of First Trust Low Duration Strategic Focus ETF stock for Q2 2021, up 5% quarter-over-quarter.
- 7 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2021 and 3 closed out, a net change of +4 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2021 was LPL Financial, an estimated $7.17M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2021 was Gladstone Institutional Advisory, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2021.