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First Trust Low Duration Strategic Focus ETF (LDSF) Institutional Ownership

First Trust Low Duration Strategic Focus ETF logo
$18.88 -0.04 (-0.21%)
As of 07/7/2026 03:20 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$41.60M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$13.22M
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LDSF Institutional Buying and Selling by Quarter

First Trust Low Duration Strategic Focus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC6,304$119K0.0%N/A0.075%
5/19/2026Western Wealth Management LLC6,304$119K0.0%N/A0.075%
5/18/2026Royal Bank of Canada1,654,575$31.31M0.0%+27.9%19.581%
5/13/2026Cetera Investment Advisers31,178$590K0.0%-5.8%0.369%
5/5/2026D.A. Davidson & CO.85,556$1.62M0.0%+4.7%1.012%
5/5/2026Sanctuary Advisors LLC232,698$4.40M0.0%+38.8%2.754%
4/27/2026Private Advisor Group LLC38,715$732K0.0%+8.1%0.458%
4/24/2026Capital Asset Advisory Services LLC265,279$5.07M0.2%-3.6%3.139%
4/21/2026Silver Oak Securities Incorporated62,012$1.17M0.1%-27.3%0.734%
4/20/2026RFG Advisory LLC40,821$772K0.0%+4.3%0.483%
2/26/2026TD Capital Management LLC2,098$40K0.0%+100.2%0.026%
2/19/2026Axxcess Wealth Management LLC271,256$5.20M0.1%-4.6%3.391%
2/18/2026Crusonia Wealth Advisors LLC10,870$208K0.0%N/A0.136%
2/17/2026Cetera Investment Advisers33,084$634K0.0%-12.3%0.414%
2/17/2026Kovack Advisors Inc.14,197$272K0.0%N/A0.177%
2/17/2026Osaic Holdings Inc.15,052$288K0.0%+18.5%0.188%
2/17/2026Royal Bank of Canada1,294,143$24.79M0.0%+24.0%16.177%
2/16/2026MML Investors Services LLC191,423$3.67M0.0%+3.9%2.393%
2/16/2026Mariner LLC245,462$4.70M0.0%+1.9%3.068%
2/16/2026Arax Advisory Partners540,407$10.35M0.3%N/A6.755%
2/13/2026Kestra Advisory Services LLC38,706$741K0.0%N/A0.484%
2/13/2026Altus Wealth Group LLC10,711$205K0.1%-11.4%0.134%
2/12/2026Commonwealth Equity Services LLC29,728$569K0.0%-41.0%0.372%
2/12/2026StoneX Group Inc.78,309$1.50M0.1%N/A0.979%
2/12/2026Principal Securities Inc.20,560$394K0.0%-8.9%0.257%
2/12/2026Kovack Advisors Inc.14,197$272K0.0%N/A0.177%
2/11/2026LPL Financial LLC1,404,096$26.90M0.0%+25.5%17.551%
2/9/2026Prospera Financial Services Inc72,584$1.39M0.0%-2.5%0.907%
2/6/2026Axxcess Wealth Management LLC271,256$5.20M0.0%-4.6%3.391%
2/6/2026Creative Financial Designs Inc. ADV2,168$42K0.0%-64.7%0.027%
2/5/2026Proactive Wealth Strategies LLC38,974$747K0.3%-2.9%0.487%
2/4/2026Ameritas Advisory Services LLC23,159$444K0.0%+298.5%0.289%
2/3/2026International Assets Investment Management LLC5,250$101K0.0%N/A0.066%
2/3/2026RFG Advisory LLC39,144$750K0.0%+21.3%0.489%
1/29/2026D.A. Davidson & CO.81,719$1.57M0.0%-2.8%1.034%
1/29/2026Sanctuary Advisors LLC167,648$3.21M0.0%-1.1%2.122%
1/26/2026CWM LLC7,921$152K0.0%+50.0%0.100%
1/15/2026Silver Oak Securities Incorporated85,352$1.64M0.1%-4.0%1.087%
1/12/2026Breakthru Advisory Services LLC19,693$377K0.2%+20.9%0.256%
1/9/2026Capital Asset Advisory Services LLC275,170$5.27M0.2%-3.0%3.574%
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11/17/2025Susquehanna International Group LLP45,673$873K0.0%+54.6%0.648%
11/17/2025Mariner LLC240,872$4.61M0.0%+1.3%3.417%
11/17/2025Larson Financial Group LLC8,985$172K0.0%-21.5%0.127%
11/17/2025Citadel Advisors LLC26,554$508K0.0%-48.6%0.377%
11/14/2025Raymond James Financial Inc.340,534$6.51M0.0%+13.0%4.830%
11/12/2025IFG Advisory LLC72,019$1.38M0.1%N/A1.022%
11/12/2025Creative Financial Designs Inc. ADV6,146$118K0.0%-70.1%0.087%
11/10/2025OneDigital Investment Advisors LLC12,567$240K0.0%-15.2%0.178%
11/7/2025Axxcess Wealth Management LLC284,205$5.43M0.1%+0.7%4.031%
11/6/2025Prospera Financial Services Inc74,423$1.42M0.0%+4.5%1.056%
11/6/2025RFG Advisory LLC32,283$617K0.0%N/A0.458%
11/5/2025Envestnet Asset Management Inc.95,146$1.82M0.0%-2.9%1.350%
11/4/2025Mutual Advisors LLC30,788$589K0.0%-49.9%0.437%
11/3/2025Truist Financial Corp10,168$194K0.0%N/A0.144%
10/29/2025Wealth Enhancement Advisory Services LLC20,048$383K0.0%+4.5%0.286%
10/22/2025D.A. Davidson & CO.84,089$1.61M0.0%-4.6%1.201%
10/21/2025Silver Oak Securities Incorporated88,873$1.70M0.1%N/A1.270%
10/17/2025Apollon Wealth Management LLC15,000$287K0.0%N/A0.214%
10/15/2025Private Trust Co. NA2,448$47K0.0%-18.2%0.035%
10/9/2025Breakthru Advisory Services LLC16,286$311K0.2%-94.7%0.234%
10/2/2025Capital Asset Advisory Services LLC283,708$5.42M0.2%+1.2%4.234%
9/4/2025Osaic Holdings Inc.5,180$98K0.0%-88.7%0.077%
8/18/2025Geneos Wealth Management Inc.14,820$282K0.0%+200.0%0.221%
8/15/2025MML Investors Services LLC176,282$3.35M0.0%+4.7%2.631%
8/14/2025Jane Street Group LLC15,619$297K0.0%+6.4%0.233%
8/14/2025Raymond James Financial Inc.301,420$5.73M0.0%+81.0%4.499%
8/8/2025Cetera Investment Advisers37,530$713K0.0%+10.5%0.560%
8/5/2025Sigma Planning Corp37,828$719K0.0%-3.6%0.565%
8/4/2025Creative Financial Designs Inc. ADV20,521$390K0.0%-5.3%0.306%
8/1/2025Envestnet Asset Management Inc.97,957$1.86M0.0%-6.7%1.462%
7/30/2025D.A. Davidson & CO.88,132$1.68M0.0%-1.1%1.315%
7/29/2025Private Trust Co. NA2,994$57K0.0%-15.4%0.045%
7/28/2025Mutual Advisors LLC61,403$1.16M0.0%-71.3%0.916%
7/28/2025Axxcess Wealth Management LLC282,173$5.36M0.1%-1.9%4.212%
7/21/2025Ameritas Advisory Services LLC5,951$113K0.0%N/A0.086%
7/7/2025Capital Asset Advisory Services LLC280,402$5.33M0.2%-2.3%4.064%
5/19/2025Jane Street Group LLC14,684$277K0.0%-67.7%0.235%
5/15/2025Royal Bank of Canada555,610$10.48M0.0%+55.1%8.890%
5/13/2025Raymond James Financial Inc.166,519$3.14M0.0%+14.5%2.664%
5/7/2025LPL Financial LLC738,016$13.93M0.0%+35.2%11.715%
5/6/2025Cetera Investment Advisers33,963$641K0.0%+3.4%0.539%
5/5/2025Private Advisor Group LLC20,479$386K0.0%-10.1%0.325%
4/30/2025Axxcess Wealth Management LLC287,499$5.43M0.1%-3.7%4.600%
4/29/2025Envestnet Asset Management Inc.104,943$1.98M0.0%-21.3%1.679%
4/28/2025D.A. Davidson & CO.89,112$1.68M0.0%+9.3%1.426%
4/28/2025Mutual Advisors LLC214,095$4.03M0.1%+20.2%3.426%
4/24/2025Kraft Davis & Associates LLC10,974$205K0.1%-6.0%0.176%
4/23/2025Creative Financial Designs Inc. ADV21,679$409K0.0%+20.2%0.347%
4/22/2025Cambridge Investment Research Advisors Inc.77,093$1.46M0.0%-38.7%1.233%
4/22/2025Breakthru Advisory Services LLC304,530$5.75M8.9%-3.1%4.872%
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4/17/2025Sowell Financial Services LLC137,979$2.60M0.1%+1.0%2.225%
4/9/2025Capital Asset Advisory Services LLC286,868$5.41M0.3%-3.9%4.904%
3/17/2025Wealth Enhancement Advisory Services LLC19,225$361K0.0%N/A0.285%
2/18/2025Breakthru Advisory Services LLC314,310$5.90M5.3%N/A4.656%
2/17/2025Aptus Capital Advisors LLC4,067$76K0.0%N/A0.060%
2/14/2025Jane Street Group LLC45,518$854K0.0%+31.9%0.674%
2/14/2025Stifel Financial Corp699,439$13.13M0.0%-0.6%10.362%
2/14/2025MML Investors Services LLC162,650$3.05M0.0%-2.5%2.410%
2/13/2025Mariner LLC232,464$4.36M0.0%N/A3.444%
2/13/2025Kraft Davis & Associates LLC11,675$219K0.1%-8.0%0.173%


LDSF Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of First Trust Low Duration Strategic Focus ETF. The most heavily invested institutionals were Royal Bank of Canada ($31.31M), LPL Financial LLC ($26.90M), Stifel Financial Corp ($13.13M), SRS Capital Advisors Inc. ($12.07M), Arax Advisory Partners ($10.35M), Cedrus LLC ($9.81M), and Raymond James Financial Inc. ($6.51M).Learn more on First Trust Low Duration Strategic Focus ETF's institutional investors.

Of the 46 institutional investors that purchased First Trust Low Duration Strategic Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royal Bank of Canada ($808.33K), SRS Capital Advisors Inc. ($643.03K), Arax Advisory Partners ($540.41K), LPL Financial LLC ($495.55K), Raymond James Financial Inc. ($485.94K), Breakthru Advisory Services LLC ($317.72K), and Mariner LLC ($240.14K).

Institutional investors have bought a total of 2,178,805 shares in the last 24 months. This purchase volume represents approximately $41.60M in transactions.

Of the 21 institutional investors that sold First Trust Low Duration Strategic Focus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Breakthru Advisory Services LLC ($288.24K), Mutual Advisors LLC ($183.31K), Osaic Holdings Inc. ($40.48K), Axxcess Wealth Management LLC ($31.22K), Silver Oak Securities Incorporated ($26.86K), Citadel Advisors LLC ($25.14K), and Commonwealth Equity Services LLC ($20.69K).

Institutional investors have sold a total of 693,102 shares in the last 24 months. This volume of shares sold represents approximately $13.22M in transactions.



This page (NASDAQ:LDSF) was last updated on 7/8/2026 by MarketBeat.com Staff.
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