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

First Trust Low Duration Strategic Focus ETF logo
$18.48 +0.01 (+0.05%)
Closing price 09/25/2026 03:47 PM Eastern
Extended Trading
$18.47 -0.01 (-0.05%)
As of 09/25/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
$39.46M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.29M
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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
9/23/2026 Envestnet Asset Management Inc.93,559$1.77M0.0%+0.6%1.075%
9/9/2026 Integrated Wealth Concepts LLC8,540$161K0.0%N/A0.100%
9/9/2026 RFG Advisory LLC38,338$725K0.0%-6.1%0.448%
9/2/2026 Citadel Advisors LLC41,613$786K0.0%N/A0.487%
6/18/2026 Western Wealth Management LLC6,304$119K0.0%N/A0.075%
5/19/2026 Western Wealth Management LLC6,304$119K0.0%N/A0.075%
5/18/2026 Royal Bank of Canada1,654,575$31.31M0.0%+27.9%19.581%
5/13/2026 Cetera Investment Advisers31,178$590K0.0%-5.8%0.369%
5/5/2026 D.A. Davidson & CO.85,556$1.62M0.0%+4.7%1.012%
5/5/2026 Sanctuary Advisors LLC232,698$4.40M0.0%+38.8%2.754%
4/27/2026 Private Advisor Group LLC38,715$732K0.0%+8.1%0.458%
4/24/2026 Capital Asset Advisory Services LLC265,279$5.07M0.2%-3.6%3.139%
4/21/2026 Silver Oak Securities Incorporated62,012$1.17M0.1%-27.3%0.734%
4/20/2026 RFG Advisory LLC40,821$772K0.0%+4.3%0.483%
2/26/2026 TD Capital Management LLC2,098$40K0.0%+100.2%0.026%
2/19/2026 Axxcess Wealth Management LLC271,256$5.20M0.1%-4.6%3.391%
2/18/2026 Crusonia Wealth Advisors LLC10,870$208K0.0%N/A0.136%
2/17/2026 Cetera Investment Advisers33,084$634K0.0%-12.3%0.414%
2/17/2026 Kovack Advisors Inc.14,197$272K0.0%N/A0.177%
2/17/2026 Osaic Holdings Inc.15,052$288K0.0%+18.5%0.188%
2/17/2026 Royal Bank of Canada1,294,143$24.79M0.0%+24.0%16.177%
2/16/2026 MML Investors Services LLC191,423$3.67M0.0%+3.9%2.393%
2/16/2026 Mariner LLC245,462$4.70M0.0%+1.9%3.068%
2/16/2026 Arax Advisory Partners540,407$10.35M0.3%N/A6.755%
2/13/2026 Kestra Advisory Services LLC38,706$741K0.0%N/A0.484%
2/13/2026 Altus Wealth Group LLC10,711$205K0.1%-11.4%0.134%
2/12/2026 Commonwealth Equity Services LLC29,728$569K0.0%-41.0%0.372%
2/12/2026 StoneX Group Inc.78,309$1.50M0.1%N/A0.979%
2/12/2026 Principal Securities Inc.20,560$394K0.0%-8.9%0.257%
2/12/2026 Kovack Advisors Inc.14,197$272K0.0%N/A0.177%
2/11/2026 LPL Financial LLC1,404,096$26.90M0.0%+25.5%17.551%
2/9/2026 Prospera Financial Services Inc72,584$1.39M0.0%-2.5%0.907%
2/6/2026 Axxcess Wealth Management LLC271,256$5.20M0.0%-4.6%3.391%
2/6/2026 Creative Financial Designs Inc. ADV2,168$42K0.0%-64.7%0.027%
2/5/2026 Proactive Wealth Strategies LLC38,974$747K0.3%-2.9%0.487%
2/4/2026 Ameritas Advisory Services LLC23,159$444K0.0%+298.5%0.289%
2/3/2026 International Assets Investment Management LLC5,250$101K0.0%N/A0.066%
2/3/2026 RFG Advisory LLC39,144$750K0.0%+21.3%0.489%
1/29/2026 D.A. Davidson & CO.81,719$1.57M0.0%-2.8%1.034%
1/29/2026 Sanctuary Advisors LLC167,648$3.21M0.0%-1.1%2.122%
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1/26/2026CWM LLC7,921$152K0.0%+50.0%0.100%
1/15/2026 Silver Oak Securities Incorporated85,352$1.64M0.1%-4.0%1.087%
1/12/2026 Breakthru Advisory Services LLC19,693$377K0.2%+20.9%0.256%
1/9/2026 Capital Asset Advisory Services LLC275,170$5.27M0.2%-3.0%3.574%
11/17/2025 Susquehanna International Group LLP45,673$873K0.0%+54.6%0.648%
11/17/2025 Mariner LLC240,872$4.61M0.0%+1.3%3.417%
11/17/2025 Larson Financial Group LLC8,985$172K0.0%-21.5%0.127%
11/17/2025 Citadel Advisors LLC26,554$508K0.0%-48.6%0.377%
11/14/2025 Raymond James Financial Inc.340,534$6.51M0.0%+13.0%4.830%
11/12/2025 IFG Advisory LLC72,019$1.38M0.1%N/A1.022%
11/12/2025 Creative Financial Designs Inc. ADV6,146$118K0.0%-70.1%0.087%
11/10/2025 OneDigital Investment Advisors LLC12,567$240K0.0%-15.2%0.178%
11/7/2025 Axxcess Wealth Management LLC284,205$5.43M0.1%+0.7%4.031%
11/6/2025 Prospera Financial Services Inc74,423$1.42M0.0%+4.5%1.056%
11/6/2025 RFG Advisory LLC32,283$617K0.0%N/A0.458%
11/5/2025 Envestnet Asset Management Inc.95,146$1.82M0.0%-2.9%1.350%
11/4/2025 Mutual Advisors LLC30,788$589K0.0%-49.9%0.437%
11/3/2025 Truist Financial Corp10,168$194K0.0%N/A0.144%
10/29/2025 Wealth Enhancement Advisory Services LLC20,048$383K0.0%+4.5%0.286%
10/22/2025 D.A. Davidson & CO.84,089$1.61M0.0%-4.6%1.201%
10/21/2025 Silver Oak Securities Incorporated88,873$1.70M0.1%N/A1.270%
10/17/2025 Apollon Wealth Management LLC15,000$287K0.0%N/A0.214%
10/15/2025 Private Trust Co. NA2,448$47K0.0%-18.2%0.035%
10/9/2025 Breakthru Advisory Services LLC16,286$311K0.2%-94.7%0.234%
10/2/2025 Capital Asset Advisory Services LLC283,708$5.42M0.2%+1.2%4.234%
9/4/2025 Osaic Holdings Inc.5,180$98K0.0%-88.7%0.077%
8/18/2025 Geneos Wealth Management Inc.14,820$282K0.0%+200.0%0.221%
8/15/2025 MML Investors Services LLC176,282$3.35M0.0%+4.7%2.631%
8/14/2025 Jane Street Group LLC15,619$297K0.0%+6.4%0.233%
8/14/2025 Raymond James Financial Inc.301,420$5.73M0.0%+81.0%4.499%
8/8/2025 Cetera Investment Advisers37,530$713K0.0%+10.5%0.560%
8/5/2025 Sigma Planning Corp37,828$719K0.0%-3.6%0.565%
8/4/2025 Creative Financial Designs Inc. ADV20,521$390K0.0%-5.3%0.306%
8/1/2025 Envestnet Asset Management Inc.97,957$1.86M0.0%-6.7%1.462%
7/30/2025 D.A. Davidson & CO.88,132$1.68M0.0%-1.1%1.315%
7/29/2025 Private Trust Co. NA2,994$57K0.0%-15.4%0.045%
7/28/2025 Mutual Advisors LLC61,403$1.16M0.0%-71.3%0.916%
7/28/2025 Axxcess Wealth Management LLC282,173$5.36M0.1%-1.9%4.212%
7/21/2025 Ameritas Advisory Services LLC5,951$113K0.0%N/A0.086%
7/7/2025 Capital 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%
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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%
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%


LDSF Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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 45 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 2,066,420 shares in the last 24 months. This purchase volume represents approximately $39.46M in transactions.

Of the 20 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 ($30.62K), Silver Oak Securities Incorporated ($26.86K), Axxcess Wealth Management LLC ($25.90K), Citadel Advisors LLC ($25.14K), Commonwealth Equity Services LLC ($20.69K), and Capital Asset Advisory Services LLC ($18.43K).

Institutional investors have sold a total of 486,013 shares in the last 24 months. This volume of shares sold represents approximately $9.29M in transactions.



Institutional ownership data for NASDAQ:LDSF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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