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First Trust Low Duration Strategic Focus ETF

54 hedge funds and large institutions have $86.1M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.22% less ownership

Funds ownership: 76.01%74.79% (-1.2%)

4% less funds holding

Funds holding: 5654 (-2)

11% less capital invested

Capital invested by funds: $97M → $86.1M (-$11M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
18
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.9M +$3.62M +192,341 +35%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.5M +$3.72M +197,326 +55%
AAP
3
Arax Advisory Partners
Colorado
$7.24M -$4.89M -259,449 -40%
BAS
4
Breakthru Advisory Services
Wisconsin
$5.75M -$184K -9,780 -3%
AWM
5
Axxcess Wealth Management
California
$5.43M -$208K -11,065 -4%
CAAS
6
Capital Asset Advisory Services
Michigan
$5.41M -$217K -11,520 -4%
Mariner
7
Mariner
Kansas
$4.42M +$30.1K +1,599 +0.7%
MA
8
Mutual Advisors
Nebraska
$4.03M +$677K +35,922 +20%
SA
9
Sanctuary Advisors
Indiana
$3.19M +$167K +8,855 +6%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.18M +$108K +5,760 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$3.14M +$398K +21,113 +15%
SFS
12
Sowell Financial Services
Arkansas
$2.6M +$26.4K +1,401 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.98M -$536K -28,462 -21%
DADC
14
D.A. Davidson & Co
Montana
$1.68M +$143K +7,585 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.46M -$917K -48,692 -39%
PFS
16
Prospera Financial Services
Texas
$1.35M +$40.6K +2,153 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.15M -$158K -8,363 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$862K -$68.8K -3,652 -7%
PWS
19
Proactive Wealth Strategies
Georgia
$748K +$7.93K +421 +1%
SPC
20
Sigma Planning Corp
Michigan
$740K -$1.83K -97 -0.2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$641K +$20.8K +1,106 +3%
Citadel Advisors
22
Citadel Advisors
Florida
$594K +$593K +31,478 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$591K +$275K +14,605 +87%
PS
24
Principal Securities
Iowa
$586K
1W
25
1776 Wealth
Georgia
$566K

LDSF Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2025, worth a combined $86.1M — down 11% from $97M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LDSF and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.72M. The largest seller was Stifel Financial, exiting entirely with an estimated $13.1M sold.

  • 54 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2025, down from 56 in Q4 2024.
  • Funds reported $86.1M of First Trust Low Duration Strategic Focus ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $3.72M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2025 was Stifel Financial, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.