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First Trust Low Duration Strategic Focus ETF

58 hedge funds and large institutions have $113M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $67.9M → $113M (+$44.9M)

12.37% more ownership

Funds ownership: 63.55%75.92% (+12%)

2% more funds holding

Funds holding: 5758 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
17
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$45M +$44.9M +2,405,733 New
LPL Financial
2
LPL Financial
California
$10.6M +$491K +26,291 +5%
C
3
CEDRUS
Colorado
$8.34M +$1.21M +64,637 +17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.05M -$791K -42,407 -10%
CAAS
5
Capital Asset Advisory Services
Michigan
$5.45M +$119K +6,401 +2%
AWM
6
Axxcess Wealth Management
California
$5.39M +$110K +5,888 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.57M +$1.94M +104,028 +311%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.51M +$1.2M +64,546 +92%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.02M -$220K -11,814 -10%
SA
10
Sanctuary Advisors
Indiana
$2.01M +$2.02M +108,328 New
Jane Street
11
Jane Street
New York
$2.01M +$1.29M +68,887 +179%
DADC
12
D.A. Davidson & Co
Montana
$1.82M +$228K +12,211 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.51M +$61.4K +3,292 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.4M -$99.7K -5,344 -7%
RJA
15
Raymond James & Associates
Florida
$1.31M +$61.8K +3,314 +5%
PFS
16
Prospera Financial Services
Texas
$1.18M -$6.18K -331 -0.5%
KDA
17
Kraft Davis & Associates
Missouri
$1.17M -$717K -38,434 -38%
PAG
18
Private Advisor Group
New Jersey
$1.08M -$647K -34,688 -38%
SPIA
19
Steward Partners Investment Advisory
New York
$958K
MA
20
Mutual Advisors
Nebraska
$758K -$3.1M -166,351 -81%
SPC
21
Sigma Planning Corp
Michigan
$754K -$54.4K -2,916 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$732K +$2.93K +157 +0.4%
PS
23
Principal Securities
Iowa
$647K -$22K -1,180 -3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$618K -$107K -5,713 -15%
1W
25
1776 Wealth
Georgia
$561K