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First Trust Low Duration Strategic Focus ETF

69 hedge funds and large institutions have $74.3M invested in First Trust Low Duration Strategic Focus ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

15% more funds holding

Funds holding: 6069 (+9)

0.39% more ownership

Funds ownership: 60.78%61.17% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $79.1M → $74.3M (-$4.79M)

68% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 31

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
10
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10M -$2.18M -118,170 -18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.11M -$4.19M -226,839 -32%
C
3
CEDRUS
Colorado
$7.81M -$52K -2,816 -0.7%
CAAS
4
Capital Asset Advisory Services
Michigan
$6.67M +$124K +6,722 +2%
AWM
5
Axxcess Wealth Management
California
$6.65M +$125K +6,769 +2%
MA
6
Mutual Advisors
Nebraska
$4.3M +$14K +759 +0.3%
OMC
7
Old Mission Capital
Illinois
$2.76M +$2.7M +146,351 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.36M -$378K -20,496 -14%
KDA
9
Kraft Davis & Associates
Missouri
$2.04M -$33.6K -1,822 -2%
PAG
10
Private Advisor Group
New Jersey
$1.81M -$1.9K -103 -0.1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.37M +$2.01K +109 +0.1%
OIA
12
OneDigital Investment Advisors
Kansas
$1.36M -$22.6K -1,226 -2%
Jane Street
13
Jane Street
New York
$1.33M -$1.95M -105,866 -60%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M -$103K -5,606 -8%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.13M -$105K -5,666 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.11M -$39.7K -2,153 -4%
PS
17
Principal Securities
Iowa
$1.07M +$1.04M +56,513 New
SPIA
18
Steward Partners Investment Advisory
New York
$966K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$943K +$318K +17,247 +53%
RJA
20
Raymond James & Associates
Florida
$757K +$379K +20,504 +104%
LFG
21
Larson Financial Group
Missouri
$611K -$253K -13,682 -30%
1W
22
1776 Wealth
Georgia
$565K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$548K -$10.3K -560 -2%
WP
24
WealthSource Partners
California
$495K
SPC
25
Sigma Planning Corp
Michigan
$483K -$416K -22,559 -47%