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First Trust Low Duration Strategic Focus ETF

55 hedge funds and large institutions have $111M invested in First Trust Low Duration Strategic Focus ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $90.6M → $111M (+$20.7M)

7.78% more ownership

Funds ownership: 69.14%76.92% (+7.8%)

4% less funds holding

Funds holding: 5755 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.9M +$5.46M +285,201 +25%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.8M +$4.8M +250,576 +24%
AAP
3
Arax Advisory Partners
Colorado
$10.4M +$10.3M +540,407 New
Raymond James Financial
4
Raymond James Financial
Florida
$7.06M +$541K +28,249 +8%
CAAS
5
Capital Asset Advisory Services
Michigan
$5.27M -$163K -8,538 -3%
AWM
6
Axxcess Wealth Management
California
$5.2M -$248K -12,949 -5%
Mariner
7
Mariner
Kansas
$4.7M +$87.9K +4,590 +2%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.67M +$137K +7,168 +4%
SA
9
Sanctuary Advisors
Indiana
$3.21M -$36.2K -1,889 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.7M -$124K -6,458 -7%
SOS
11
Silver Oak Securities
Tennessee
$1.64M -$67.4K -3,521 -4%
DADC
12
D.A. Davidson & Co
Montana
$1.57M -$45.4K -2,370 -3%
SG
13
StoneX Group
New York
$1.5M +$1.5M +78,309 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.41M -$11.4K -596 -0.8%
PFS
15
Prospera Financial Services
Texas
$1.39M -$35.2K -1,839 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$778K -$96.4K -5,036 -11%
RA
17
RFG Advisory
Alabama
$750K +$131K +6,861 +21%
PWS
18
Proactive Wealth Strategies
Georgia
$747K -$22.5K -1,174 -3%
KAS
19
Kestra Advisory Services
Texas
$741K +$741K +38,706 New
PAG
20
Private Advisor Group
New Jersey
$686K +$1.38K +72 +0.2%
SPC
21
Sigma Planning Corp
Michigan
$661K -$766 -40 -0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$634K -$88.8K -4,639 -12%
MA
23
Mutual Advisors
Nebraska
$590K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$569K -$396K -20,692 -41%
AAS
25
Ameritas Advisory Services
Nebraska
$444K +$332K +17,347 +298%

LDSF Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q4 2025, worth a combined $111M — up 23% from $90.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LDSF and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $10.3M. The largest seller was IFG Advisory, exiting entirely with an estimated $1.38M sold.

  • 55 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q4 2025, down from 57 in Q3 2025.
  • Funds reported $111M of First Trust Low Duration Strategic Focus ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 6 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q4 2025 and 8 closed out, a net change of -2 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q4 2025 was Arax Advisory Partners, an estimated $10.3M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q4 2025 was IFG Advisory, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2025.