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First Trust Low Duration Strategic Focus ETF
LDSF

56 hedge funds and large institutions have $97M invested in First Trust Low Duration Strategic Focus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $84.9M → $97M (+$12.1M)

9.77% more ownership

Funds ownership: 66.24% → 76.01% (+9.8%)

8% more funds holding

Funds holding: 52 → 56 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
13
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$12.2M
2
Mariner
Mariner
Kansas
+$4.4M
3
MA
Mutual Advisors
Nebraska
+$2.61M
4
SFS
Sowell Financial Services
Arkansas
+$2.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$919K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.41M
2
SCA
Snowden Capital Advisors
New York
-$439K
3
Osaic Holdings
Osaic Holdings
Arizona
-$409K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$288K
5
PAG
Private Advisor Group
New Jersey
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$13.1M -$75.3K -3,983 -0.6%
AAP
2
Arax Advisory Partners
Colorado
$12.1M +$12.2M +643,026 New
LPL Financial
3
LPL Financial
California
$10.2M +$340K +18,003 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.72M +$919K +48,591 +16%
BAS
5
Breakthru Advisory Services
Wisconsin
$5.9M +$5.94M +314,310 New
AWM
6
Axxcess Wealth Management
California
$5.6M -$23.6K -1,249 -0.4%
CAAS
7
Capital Asset Advisory Services
Michigan
$5.6M -$33.6K -1,777 -0.6%
Mariner
8
Mariner
Kansas
$4.36M +$4.4M +232,464 New
MA
9
Mutual Advisors
Nebraska
$3.35M +$2.61M +137,946 +343%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.05M -$78.4K -4,145 -2%
SA
11
Sanctuary Advisors
Indiana
$3.01M +$137K +7,220 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$2.73M +$2.75M +145,406 New
SFS
13
Sowell Financial Services
Arkansas
$2.56M +$2.58M +136,578 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.5M -$4.41M -233,210 -64%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.36M -$114K -6,040 -5%
DADC
16
D.A. Davidson & Co
Montana
$1.53M -$111K -5,878 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.3M -$288K -15,215 -18%
PFS
18
Prospera Financial Services
Texas
$1.3M +$118K +6,238 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$926K -$409K -21,611 -30%
Jane Street
20
Jane Street
New York
$854K +$208K +11,011 +32%
SPC
21
Sigma Planning Corp
Michigan
$738K -$7.05K -373 -0.9%
PWS
22
Proactive Wealth Strategies
Georgia
$737K -$26.2K -1,388 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$617K -$2.44K -129 -0.4%
PS
24
Principal Securities
Iowa
$586K +$8.66K +458 +1%
1W
25
1776 Wealth
Georgia
$563K – – –
1
2 3

LDSF Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2024, worth a combined $97M — up 14% from $84.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDSF positions and 6 closed out — a net gain of 8 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $12.2M. The largest seller was Envestnet Asset Management, cutting an estimated $4.41M.

  • 56 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $97M of First Trust Low Duration Strategic Focus ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $12.2M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q4 2024.