First Trust Low Duration Strategic Focus ETF
LDSF
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.
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: 61 → 62 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$26.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$7M |
| 4 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
+$4.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$4.15M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.51M |
| 3 |
EWM
Echo Wealth Management
Plymouth,
Minnesota
|
-$1.34M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$837K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$826K |
LDSF Hedge Fund Activity: Q1 2022 in Review
62 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2022, worth a combined $225M — up 28% from $176M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LDSF positions and 9 closed out — a net gain of 3 holders — while 22 added to existing stakes and 21 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $26.8M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $4.15M.
- 62 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2022, up from 61 in Q4 2021.
- Funds reported $225M of First Trust Low Duration Strategic Focus ETF stock for Q1 2022, up 28% quarter-over-quarter.
- 12 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2022 and 9 closed out, a net change of +3 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2022 was Kestra Advisory Services, an estimated $26.8M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2022 was Gladstone Institutional Advisory, an estimated $4.15M sold.
Based on aggregated 13F filings for Q1 2022.