First Trust Low Duration Strategic Focus ETF
LDSF
62 hedge funds and large institutions have $146M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
2% more funds holding
Funds holding: 61 → 62 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $152M → $146M (-$5.95M)
4% less ownership
Funds ownership: 72.55% → 68.55% (-4%)
41% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.06M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$895K |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$772K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$749K |
| 5 |
C
CEDRUS
Littleton,
Colorado
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.14M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.9M |
| 4 |
EC
EdgeRock Capital
Denver,
Colorado
|
-$2.66M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1.91M |
LDSF Hedge Fund Activity: Q1 2023 in Review
62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2023, worth a combined $146M — down 3.9% from $152M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LDSF positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 27 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $2.06M. The largest seller was Royal Bank of Canada, cutting an estimated $20.6M.
- 62 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2023, up from 61 in Q4 2022.
- Funds reported $146M of First Trust Low Duration Strategic Focus ETF stock for Q1 2023, down 3.9% quarter-over-quarter.
- 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2023 was Sigma Planning Corp, an estimated $2.06M added.
- The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2023.