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First Trust Low Duration Strategic Focus ETF
LDSF

57 hedge funds and large institutions have $67.9M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% more ownership

Funds ownership: 61.17% → 63.55% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $74.3M → $67.9M (-$6.45M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

17% less funds holding

Funds holding: 69 → 57 (-12)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$1.6M
2
PFS
Prospera Financial Services
Texas
+$945K
3
Citadel Advisors
Citadel Advisors
Florida
+$671K
4
AAS
Ameritas Advisory Services
Nebraska
+$575K
5
RJA
Raymond James & Associates
Florida
+$496K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$2.76M
2
AWM
Axxcess Wealth Management
California
-$1.32M
3
CAAS
Capital Asset Advisory Services
Michigan
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$10.2M +$178K +9,474 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.87M -$1.19M -63,549 -13%
C
3
CEDRUS
Colorado
$7.16M -$617K -32,850 -8%
CAAS
4
Capital Asset Advisory Services
Michigan
$5.32M -$1.31M -69,961 -20%
AWM
5
Axxcess Wealth Management
California
$5.3M -$1.32M -70,485 -20%
MA
6
Mutual Advisors
Nebraska
$3.87M -$409K -21,786 -10%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.25M -$97.1K -5,171 -4%
KDA
8
Kraft Davis & Associates
Missouri
$1.88M -$145K -7,746 -7%
PAG
9
Private Advisor Group
New Jersey
$1.73M -$65.4K -3,484 -4%
DADC
10
D.A. Davidson & Co
Montana
$1.6M +$1.6M +85,058 New
OIA
11
OneDigital Investment Advisors
Kansas
$1.57M +$219K +11,658 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.51M +$144K +7,695 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.45M +$297K +15,816 +26%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.31M +$186K +9,889 +16%
RJA
15
Raymond James & Associates
Florida
$1.25M +$496K +26,402 +66%
PFS
16
Prospera Financial Services
Texas
$1.19M +$945K +50,351 +389%
SPIA
17
Steward Partners Investment Advisory
New York
$962K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$910K +$671K +35,773 +281%
SPC
19
Sigma Planning Corp
Michigan
$811K +$331K +17,655 +69%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$731K -$378K -20,149 -34%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$727K +$475K +25,297 +188%
Jane Street
22
Jane Street
New York
$720K -$600K -31,987 -45%
PS
23
Principal Securities
Iowa
$671K -$389K -20,730 -37%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$627K +$81.7K +4,353 +15%
LFG
25
Larson Financial Group
Missouri
$611K +$3.3K +176 +0.5%
1
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LDSF Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2024, worth a combined $67.9M — down 8.7% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LDSF and 4 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.76M sold.

  • 57 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $67.9M of First Trust Low Duration Strategic Focus ETF stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2024 and 15 closed out, a net change of -11 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2024 was D.A. Davidson & Co, an estimated $1.6M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2024 was Old Mission Capital, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2024.