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First Trust Low Duration Strategic Focus ETF

62 hedge funds and large institutions have $225M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $176M → $225M (+$48.6M)

7.35% more ownership

Funds ownership: 70.18%77.53% (+7.3%)

2% more funds holding

Funds holding: 6162 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
22
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36M +$7M +355,293 +24%
Stifel Financial
2
Stifel Financial
Missouri
$30.4M +$1.48M +74,842 +5%
KAS
3
Kestra Advisory Services
Texas
$28.9M +$26.8M +1,360,053 +1,068%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.9M +$18.1M +919,131 +591%
AWM
5
AE Wealth Management
Kansas
$17.2M +$849K +43,087 +5%
CAAS
6
Capital Asset Advisory Services
Michigan
$9.84M -$296K -15,008 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.8M -$381K -19,335 -4%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$5.97M -$359K -18,200 -6%
AAS
9
Ameritas Advisory Services
Nebraska
$5.93M +$1.05M +53,011 +21%
PAG
10
Private Advisor Group
New Jersey
$5.55M +$552K +28,022 +11%
CA
11
Cetera Advisors
Colorado
$4.56M +$137K +6,973 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.38M +$94.6K +4,799 +2%
MA
13
Mutual Advisors
Nebraska
$4.31M -$105K -5,304 -2%
WEPOG
14
Wealth Enhancement & Preservation of GA
Georgia
$4.29M +$4.35M +220,752 New
Truist Financial
15
Truist Financial
North Carolina
$3.9M -$42K -2,130 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.75M +$734K +37,245 +24%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.78M -$738K -37,431 -21%
SG
18
StoneX Group
New York
$2.68M -$300K -15,193 -10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.92M -$400K -20,281 -17%
Jane Street
20
Jane Street
New York
$1.71M +$828K +41,996 +91%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.64M +$1.67M +84,676 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.33M +$516K +26,195 +62%
RJA
23
Raymond James & Associates
Florida
$1.26M +$867K +43,987 +210%
GIA
24
Gladstone Institutional Advisory
Florida
$1.14M -$4.15M -210,623 -78%
LFG
25
Larson Financial Group
Missouri
$1M +$2.46K +125 +0.2%