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First Trust Low Duration Strategic Focus ETF

52 hedge funds and large institutions have $84.9M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.68% less ownership

Funds ownership: 75.92%66.24% (-9.7%)

10% less funds holding

Funds holding: 5852 (-6)

25% less capital invested

Capital invested by funds: $113M → $84.9M (-$27.9M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
14
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$13.5M -$32.3M -1,702,311 -71%
LPL Financial
2
LPL Financial
California
$10.1M -$764K -40,240 -7%
C
3
CEDRUS
Colorado
$9.81M +$1.25M +65,677 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.02M +$6.22M +327,461 +836%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.93M -$1.29M -67,713 -18%
AWM
6
Axxcess Wealth Management
California
$5.74M +$216K +11,355 +4%
CAAS
7
Capital Asset Advisory Services
Michigan
$5.71M +$186K +9,789 +3%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.2M +$613K +32,275 +24%
SA
9
Sanctuary Advisors
Indiana
$2.88M +$846K +44,572 +41%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.53M -$107K -5,613 -4%
DADC
11
D.A. Davidson & Co
Montana
$1.67M -$187K -9,864 -10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.62M +$72.2K +3,806 +5%
RJA
13
Raymond James & Associates
Florida
$1.48M +$141K +7,424 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.36M -$708K -37,322 -34%
PFS
15
Prospera Financial Services
Texas
$1.21M +$1.73K +91 +0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.19M -$245K -12,896 -17%
PWS
17
Proactive Wealth Strategies
Georgia
$779K +$771K +40,633 New
SPC
18
Sigma Planning Corp
Michigan
$761K -$12.2K -643 -2%
MA
19
Mutual Advisors
Nebraska
$760K
PAG
20
Private Advisor Group
New Jersey
$672K -$430K -22,647 -39%
Jane Street
21
Jane Street
New York
$661K -$1.38M -72,787 -68%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$632K -$1.67K -88 -0.3%
PS
23
Principal Securities
Iowa
$589K -$73.2K -3,856 -11%
1W
24
1776 Wealth
Georgia
$575K
SCA
25
Snowden Capital Advisors
New York
$439K