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First Trust Low Duration Strategic Focus ETF

64 hedge funds and large institutions have $178M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6264 (+2)

2.13% less ownership

Funds ownership: 77.53%75.4% (-2.1%)

21% less capital invested

Capital invested by funds: $225M → $178M (-$46.6M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
10
Increased
19
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$26.5M -$1.36M -71,473 -5%
LPL Financial
2
LPL Financial
California
$24.9M -$9.94M -521,084 -28%
AWM
3
AE Wealth Management
Kansas
$16.1M -$535K -28,055 -3%
EC
4
EdgeRock Capital
Colorado
$16M +$16.3M +853,281 New
Stifel Financial
5
Stifel Financial
Missouri
$12M -$17.6M -922,273 -59%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.4M +$995K +52,199 +10%
CAAS
7
Capital Asset Advisory Services
Michigan
$9.56M +$77.4K +4,057 +0.8%
C
8
CEDRUS
Colorado
$8.14M +$8.3M +435,446 New
RJA
9
Raymond James & Associates
Florida
$5.37M +$4.24M +222,160 +342%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.54M -$15.9M -832,027 -77%
MA
11
Mutual Advisors
Nebraska
$4.17M +$15.6K +817 +0.4%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$4.01M -$1.78M -93,425 -30%
PAG
13
Private Advisor Group
New Jersey
$3.42M -$1.97M -103,283 -36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.1M -$522K -27,367 -14%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.09M -$1.15M -60,344 -27%
AAS
16
Ameritas Advisory Services
Nebraska
$2.37M -$3.4M -178,365 -58%
BWM
17
BlackDiamond Wealth Management
New York
$2.36M +$1.67M +87,757 +233%
CA
18
Cetera Advisors
Colorado
$1.86M -$2.58M -135,128 -58%
Jane Street
19
Jane Street
New York
$1.44M -$210K -11,014 -12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.37M -$488K -25,610 -26%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.25M -$1.45M -76,046 -53%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.21M -$74.9K -3,927 -6%
GIA
23
Gladstone Institutional Advisory
Florida
$1.06M -$39.9K -2,095 -4%
Truist Financial
24
Truist Financial
North Carolina
$1.02M -$2.79M -146,394 -73%
LFG
25
Larson Financial Group
Missouri
$923K -$44.9K -2,353 -5%

LDSF Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2022, worth a combined $178M — down 21% from $225M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LDSF positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was CEDRUS, opening a new position worth an estimated $8.3M. The largest seller was Stifel Financial, cutting an estimated $17.6M.

  • 64 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2022, up from 62 in Q1 2022.
  • Funds reported $178M of First Trust Low Duration Strategic Focus ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 10 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2022 and 7 closed out, a net change of +3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2022 was CEDRUS, an estimated $8.3M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2022 was Stifel Financial, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.