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First Trust Low Duration Strategic Focus ETF
LDSF

Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.7M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$10M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.05M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.61M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$6.94M
2
GWM
2
Geneos Wealth Management
Colorado
$226K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$3.27M
5
GSC
5
G&S Capital
Colorado
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$20.7M 1,021,021 +353,147 +53%
AWM
2
AE Wealth Management
Kansas
$14.3M 704,268 +56,026 +9%
CAAS
3
Capital Asset Advisory Services
Michigan
$10M 494,499 +170,897 +53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.59M 472,458 +168,369 +55%
GIA
5
Gladstone Institutional Advisory
Florida
$6.94M 342,241 -755,141 -69%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$5.79M 285,157 -28,855 -9%
Stifel Financial
7
Stifel Financial
Missouri
$5.15M 253,752 +22,393 +10%
SMF
8
Sterling Manor Financial
New York
$4.92M 242,607 +39,822 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.72M 232,807 +63,803 +38%
MA
10
Mutual Advisors
Nebraska
$4.66M 229,656 +76,034 +49%
CA
11
Cetera Advisors
Colorado
$4.28M 210,994 +44,322 +27%
Truist Financial
12
Truist Financial
North Carolina
$4.12M 202,785 +634 +0.3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.05M 199,750 +87,954 +79%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.64M 179,433 -12,984 -7%
AIC
15
Ameritas Investment Company
Nebraska
$3.27M 80,860 -27,613 -25%
ARG
16
Advisory Resource Group
Oklahoma
$2.83M 139,381 +52,424 +60%
PAG
17
Private Advisor Group
New Jersey
$2.58M 127,153 -707 -0.6%
SG
18
StoneX Group
New York
$2.33M 114,839 +56,934 +98%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.69M 83,128 +37,977 +84%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.68M 82,748 -12,500 -13%
EWM
21
Echo Wealth Management
Minnesota
$1.63M 80,577 -6,287 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.61M 79,252 +79,252 New
Jane Street
23
Jane Street
New York
$1.38M 67,891 +55,075 +430%
1W
24
1776 Wealth
Georgia
$1.07M 52,700 – –
KAS
25
Kestra Advisory Services
Texas
$1.05M 51,604 +11,727 +29%
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