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First Trust Low Duration Strategic Focus ETF

51 hedge funds and large institutions have $120M invested in First Trust Low Duration Strategic Focus ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $111M → $120M (+$8.72M)

2.36% less ownership

Funds ownership: 76.92%74.57% (-2.4%)

7% less funds holding

Funds holding: 5551 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32M +$5.54M +289,822 +21%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.3M +$6.89M +360,432 +28%
AAP
3
Arax Advisory Partners
Colorado
$10.7M +$507K +26,546 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$7.16M +$185K +9,688 +3%
CAAS
5
Capital Asset Advisory Services
Michigan
$5.07M -$189K -9,891 -4%
Mariner
6
Mariner
Kansas
$4.57M -$70K -3,664 -1%
SA
7
Sanctuary Advisors
Indiana
$4.4M +$1.24M +65,050 +39%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.12M -$509K -26,620 -14%
IAA
9
Independent Advisor Alliance
North Carolina
$2.7M +$2.72M +142,513 New
SG
10
StoneX Group
New York
$2M +$522K +27,300 +35%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.76M +$82.3K +4,303 +5%
DADC
12
D.A. Davidson & Co
Montana
$1.62M +$73.3K +3,837 +5%
PFS
13
Prospera Financial Services
Texas
$1.47M +$93.5K +4,891 +7%
PWS
14
Proactive Wealth Strategies
Georgia
$1.41M +$679K +35,518 +91%
SOS
15
Silver Oak Securities
Tennessee
$1.17M -$446K -23,340 -27%
RA
16
RFG Advisory
Alabama
$772K +$32.1K +1,677 +4%
PAG
17
Private Advisor Group
New Jersey
$732K +$55.2K +2,886 +8%
SPC
18
Sigma Planning Corp
Michigan
$653K +$57 +3 +0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$590K -$36.4K -1,906 -6%
MA
20
Mutual Advisors
Nebraska
$545K -$38.2K -2,000 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$542K -$856K -44,796 -61%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$528K -$243K -12,728 -31%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$512K -$51K -2,668 -9%
AAS
24
Ameritas Advisory Services
Nebraska
$438K +$115 +6 +0%
BC
25
Barrett & Company
Rhode Island
$407K +$411K +21,525 New

LDSF Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Low Duration Strategic Focus ETF (LDSF) for Q1 2026, worth a combined $120M — up 7.8% from $111M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LDSF and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $6.89M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $5.2M sold.

  • 51 institutional investors held First Trust Low Duration Strategic Focus ETF (LDSF) as of Q1 2026, down from 55 in Q4 2025.
  • Funds reported $120M of First Trust Low Duration Strategic Focus ETF stock for Q1 2026, up 7.8% quarter-over-quarter.
  • 4 funds opened new First Trust Low Duration Strategic Focus ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest First Trust Low Duration Strategic Focus ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $6.89M added.
  • The largest First Trust Low Duration Strategic Focus ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2026.