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First Trust Low Duration Strategic Focus ETF

61 hedge funds and large institutions have $152M invested in First Trust Low Duration Strategic Focus ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.32M)

3% more funds holding

Funds holding: 5961 (+2)

2.67% more ownership

Funds ownership: 69.88%72.55% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

66% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 32

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
11
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$31.7M +$25.3M +1,371,718 +395%
LPL Financial
2
LPL Financial
California
$20M +$103K +5,586 +0.5%
KAS
3
Kestra Advisory Services
Texas
$16.2M -$8.5M -461,380 -34%
AWM
4
AE Wealth Management
Kansas
$16M -$1.37M -74,237 -8%
EC
5
EdgeRock Capital
Colorado
$15.5M -$1.71M -92,550 -10%
CAAS
6
Capital Asset Advisory Services
Michigan
$9.21M +$9.16M +496,897 New
C
7
CEDRUS
Colorado
$7.59M -$1.47M -79,812 -16%
MA
8
Mutual Advisors
Nebraska
$4.14M +$30.7K +1,667 +0.7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.49M -$927K -50,289 -21%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.62M -$449K -24,365 -15%
KDA
11
Kraft Davis & Associates
Missouri
$2.27M +$2.25M +121,941 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.93M +$1.39M +75,480 +257%
GIA
13
Gladstone Institutional Advisory
Florida
$1.91M -$95.6K -5,188 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.77M -$940K -51,005 -35%
Jane Street
15
Jane Street
New York
$1.66M +$1.18M +64,234 +247%
AAS
16
Ameritas Advisory Services
Nebraska
$1.59M -$479K -25,987 -23%
PAG
17
Private Advisor Group
New Jersey
$1.24M -$609K -33,047 -15%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.13M -$12.1K -658 -1%
LFG
19
Larson Financial Group
Missouri
$895K -$14K -760 -2%
GWSG
20
GPS Wealth Strategies Group
Colorado
$741K +$741K +40,200 New
1W
21
1776 Wealth
Georgia
$741K -$46.1K -2,499 -6%
SMF
22
Sterling Manor Financial
New York
$740K -$22.6K -1,225 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$720K -$9.33M -506,257 -93%
SPC
24
Sigma Planning Corp
Michigan
$628K +$21K +1,137 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$625K -$12.5K -680 -2%