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First Trust Low Duration Strategic Focus ETF

57 hedge funds and large institutions have $90.6M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 5157 (+6)

4.57% less ownership

Funds ownership: 73.7%69.14% (-4.6%)

6% less capital invested

Capital invested by funds: $96.6M → $90.6M (-$6.03M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.4M +$2.37M +124,498 +13%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20M +$2.11M +110,798 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$6.51M +$745K +39,114 +13%
AWM
4
Axxcess Wealth Management
California
$5.43M +$38.7K +2,032 +0.7%
CAAS
5
Capital Asset Advisory Services
Michigan
$5.42M +$63K +3,306 +1%
Mariner
6
Mariner
Kansas
$4.61M +$58.8K +3,084 +1%
MML Investors Services
7
MML Investors Services
Massachusetts
$3.52M +$152K +7,973 +5%
SA
8
Sanctuary Advisors
Indiana
$3.24M -$67.8K -3,558 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.82M -$53.6K -2,811 -3%
SOS
10
Silver Oak Securities
Tennessee
$1.7M +$1.69M +88,873 New
DADC
11
D.A. Davidson & Co
Montana
$1.61M -$77K -4,043 -5%
PFS
12
Prospera Financial Services
Texas
$1.42M +$61.2K +3,213 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.42M -$14.2K -743 -1%
IA
14
IFG Advisory
Georgia
$1.38M +$1.37M +72,019 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$964K -$80.1K -4,202 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$873K +$307K +16,128 +55%
PWS
17
Proactive Wealth Strategies
Georgia
$768K +$8.21K +431 +1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$721K +$3.68K +193 +0.5%
PAG
19
Private Advisor Group
New Jersey
$684K -$8.04K -422 -1%
SPC
20
Sigma Planning Corp
Michigan
$661K -$62.2K -3,266 -9%
RA
21
RFG Advisory
Alabama
$617K +$615K +32,283 New
MA
22
Mutual Advisors
Nebraska
$589K -$583K -30,615 -50%
Citadel Advisors
23
Citadel Advisors
Florida
$508K -$479K -25,136 -49%
PS
24
Principal Securities
Iowa
$431K -$75.8K -3,980 -15%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$383K +$16.5K +866 +5%

LDSF Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q3 2025, worth a combined $90.6M — down 6.2% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDSF positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.37M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $8.94M sold.

  • 57 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $90.6M of First Trust Low Duration Strategic Focus ETF stock for Q3 2025, down 6.2% quarter-over-quarter.
  • 8 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q3 2025 was LPL Financial, an estimated $2.37M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2025.