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First Trust Low Duration Strategic Focus ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5458 (+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: 32 (-1)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
24
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.7M +$7.17M +353,147 +53%
AWM
2
AE Wealth Management
Kansas
$14.3M +$1.14M +56,026 +9%
CAAS
3
Capital Asset Advisory Services
Michigan
$10M +$3.47M +170,897 +53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.59M +$3.42M +168,369 +55%
GIA
5
Gladstone Institutional Advisory
Florida
$6.94M -$15.3M -755,141 -69%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$5.79M -$586K -28,855 -9%
Stifel Financial
7
Stifel Financial
Missouri
$5.15M +$454K +22,393 +10%
SMF
8
Sterling Manor Financial
New York
$4.92M +$808K +39,822 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.72M +$1.29M +63,803 +38%
MA
10
Mutual Advisors
Nebraska
$4.66M +$1.54M +76,034 +49%
CA
11
Cetera Advisors
Colorado
$4.28M +$900K +44,322 +27%
Truist Financial
12
Truist Financial
North Carolina
$4.12M +$12.9K +634 +0.3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.05M +$1.79M +87,954 +79%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.64M -$264K -12,984 -7%
AIC
15
Ameritas Investment Company
Nebraska
$3.27M -$560K -27,613 -25%
ARG
16
Advisory Resource Group
Oklahoma
$2.83M +$1.06M +52,424 +60%
PAG
17
Private Advisor Group
New Jersey
$2.58M -$14.3K -707 -0.6%
SG
18
StoneX Group
New York
$2.33M +$1.16M +56,934 +98%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.69M +$771K +37,977 +84%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.68M -$254K -12,500 -13%
EWM
21
Echo Wealth Management
Minnesota
$1.63M -$128K -6,287 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.61M +$1.61M +79,252 New
Jane Street
23
Jane Street
New York
$1.38M +$1.12M +55,075 +430%
1W
24
1776 Wealth
Georgia
$1.07M
KAS
25
Kestra Advisory Services
Texas
$1.05M +$238K +11,727 +29%