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First Trust Low Duration Strategic Focus ETF

51 hedge funds and large institutions have $96.6M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $86.1M → $96.6M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 74.79%73.7% (-1.1%)

6% less funds holding

Funds holding: 5451 (-3)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
15
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.9M +$4.83M +256,381 +35%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.7M +$7.11M +377,159 +68%
AAP
3
Arax Advisory Partners
Colorado
$8.94M +$1.63M +86,704 +23%
BAS
4
Breakthru Advisory Services
Wisconsin
$5.75M
Raymond James Financial
5
Raymond James Financial
Florida
$5.73M +$2.54M +134,901 +81%
AWM
6
Axxcess Wealth Management
California
$5.36M -$100K -5,326 -2%
CAAS
7
Capital Asset Advisory Services
Michigan
$5.33M -$122K -6,466 -2%
Mariner
8
Mariner
Kansas
$4.52M +$70.2K +3,725 +2%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.35M +$148K +7,872 +5%
SA
10
Sanctuary Advisors
Indiana
$3.29M +$77.7K +4,120 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.86M -$132K -6,986 -7%
DADC
12
D.A. Davidson & Co
Montana
$1.67M -$18.5K -980 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.42M -$43.1K -2,288 -3%
PFS
14
Prospera Financial Services
Texas
$1.35M -$4.22K -224 -0.3%
MA
15
Mutual Advisors
Nebraska
$1.16M -$2.88M -152,692 -71%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.04M -$120K -6,346 -10%
Citadel Advisors
17
Citadel Advisors
Florida
$982K +$381K +20,212 +64%
PWS
18
Proactive Wealth Strategies
Georgia
$755K +$961 +51 +0.1%
SPC
19
Sigma Planning Corp
Michigan
$719K -$26.5K -1,404 -4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$713K +$67.2K +3,567 +11%
PAG
21
Private Advisor Group
New Jersey
$687K +$296K +15,700 +77%
1W
22
1776 Wealth
Georgia
$570K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$561K -$33K -1,752 -6%
PS
24
Principal Securities
Iowa
$504K -$88K -4,667 -15%
CFD
25
Creative Financial Designs
Indiana
$390K -$21.8K -1,158 -5%

LDSF Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q2 2025, worth a combined $96.6M — up 12% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LDSF and 2 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Royal Bank of Canada, adding an estimated $7.11M. The largest seller was Mutual Advisors, cutting an estimated $2.88M.

  • 51 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q2 2025, down from 54 in Q1 2025.
  • Funds reported $96.6M of First Trust Low Duration Strategic Focus ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 2 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $7.11M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q2 2025 was Mutual Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.