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First Trust Low Duration Strategic Focus ETF

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.

New
Increased
Maintained
Reduced
Closed

5.52% less ownership

Funds ownership: 75.4%69.88% (-5.5%)

8% less funds holding

Funds holding: 6459 (-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: 42 (-2)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
18
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$24.6M -$1.46M -77,322 -5%
LPL Financial
2
LPL Financial
California
$19.9M -$4.75M -252,557 -19%
AWM
3
AE Wealth Management
Kansas
$17.3M +$1.53M +81,150 +9%
EC
4
EdgeRock Capital
Colorado
$17.2M +$1.53M +81,411 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10M -$223K -11,838 -2%
C
6
CEDRUS
Colorado
$9.03M +$1.06M +56,199 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.38M +$5.87M +311,697 +881%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.4M -$61.3K -3,255 -1%
MA
9
Mutual Advisors
Nebraska
$4.09M -$960 -51 -0%
PAG
10
Private Advisor Group
New Jersey
$3.94M +$601K +31,942 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.06M +$21.1K +1,121 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.7M -$358K -19,048 -11%
AAS
13
Ameritas Advisory Services
Nebraska
$2.06M -$274K -14,584 -11%
GIA
14
Gladstone Institutional Advisory
Florida
$1.99M +$974K +51,732 +91%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.13M -$59.7K -3,170 -5%
LFG
16
Larson Financial Group
Missouri
$905K -$1.79K -95 -0.2%
HighTower Advisors
17
HighTower Advisors
Illinois
$810K -$434K -23,075 -34%
1W
18
1776 Wealth
Georgia
$784K
SMF
19
Sterling Manor Financial
New York
$760K +$147K +7,799 +23%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$635K +$198K +10,515 +44%
SCA
21
Snowden Capital Advisors
New York
$618K
SPC
22
Sigma Planning Corp
Michigan
$605K -$31.1K -1,650 -5%
OBWG
23
Onyx Bridge Wealth Group
New York
$597K +$255K +13,555 +71%
APWA
24
Atlas Private Wealth Advisors
New Jersey
$590K -$3.43M -182,196 -85%
BAM
25
Belpointe Asset Management
Nevada
$588K -$320K -16,991 -35%