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First Trust Low Duration Strategic Focus ETF

60 hedge funds and large institutions have $79.1M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 5860 (+2)

1.16% more ownership

Funds ownership: 59.62%60.78% (+1.2%)

18% less capital invested

Capital invested by funds: $96.8M → $79.1M (-$17.7M)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
26
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
$13M +$1.7M +91,842 +15%
LPL Financial
2
LPL Financial
California
$11.9M -$2.16M -117,162 -15%
C
3
CEDRUS
Colorado
$7.66M -$2.87M -155,411 -27%
CAAS
4
Capital Asset Advisory Services
Michigan
$6.38M -$3.86M -208,883 -38%
AWM
5
Axxcess Wealth Management
California
$6.35M +$6.39M +346,286 New
MA
6
Mutual Advisors
Nebraska
$4.17M +$86.1K +4,662 +2%
Jane Street
7
Jane Street
New York
$3.23M -$86.5K -4,685 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.67M +$205K +11,102 +8%
KDA
9
Kraft Davis & Associates
Missouri
$2.01M -$24K -1,302 -1%
PAG
10
Private Advisor Group
New Jersey
$1.76M -$283K -15,298 -14%
OIA
11
OneDigital Investment Advisors
Kansas
$1.34M +$566K +30,625 +72%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.33M -$942K -51,002 -41%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.23M +$83.8K +4,538 +7%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.21M +$17K +919 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.12M -$434K -23,504 -28%
AAS
16
Ameritas Advisory Services
Nebraska
$1M +$523K +28,341 +107%
SPIA
17
Steward Partners Investment Advisory
New York
$940K
SPC
18
Sigma Planning Corp
Michigan
$883K -$333K -18,021 -27%
LFG
19
Larson Financial Group
Missouri
$845K -$28.5K -1,542 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$618K +$155K +8,393 +33%
KAS
21
Kestra Advisory Services
Texas
$603K -$2.65M -143,257 -81%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$602K +$62K +3,360 +11%
1W
23
1776 Wealth
Georgia
$550K -$185K -10,000 -25%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$543K +$547K +29,617 New
WP
25
WealthSource Partners
California
$481K