First Trust Low Duration Strategic Focus ETF
LDSF
59 hedge funds and large institutions have $143M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 9 closing their positions.
5.52% less ownership
Funds ownership: 75.4% → 69.88% (-5.5%)
8% less funds holding
Funds holding: 64 → 59 (-5)
20% less capital invested
Capital invested by funds: $178M → $143M (-$35.2M)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.87M |
| 2 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$1.53M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.53M |
| 4 |
C
CEDRUS
Littleton,
Colorado
|
+$1.06M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$974K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$12M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$9.56M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.96M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.75M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$3.43M |
LDSF Hedge Fund Activity: Q3 2022 in Review
59 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2022, worth a combined $143M — down 20% from $178M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LDSF and 4 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 18 added.
The largest buyer was Royal Bank of Canada, adding an estimated $5.87M. The largest seller was Stifel Financial, exiting entirely with an estimated $12M sold.
- 59 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2022, down from 64 in Q2 2022.
- Funds reported $143M of First Trust Low Duration Strategic Focus ETF stock for Q3 2022, down 20% quarter-over-quarter.
- 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2022 and 9 closed out, a net change of -5 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $5.87M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2022 was Stifel Financial, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2022.