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

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$33.46M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$54.50M
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LDSF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.80,475$1.51M0.0%+10.6%1.437%
4/16/2024 Capital Asset Advisory Services LLC283,975$5.32M0.3%-19.8%4.982%
4/11/2024 International Assets Investment Management LLC19,435$363K0.0%-18.8%0.341%
4/5/2024 NBC Securities Inc.3,342$62K0.0%-27.9%0.058%
2/9/2024Tidemark LLC10,596$200K0.1%N/A0.184%
2/9/2024Gladstone Institutional Advisory LLC18,721$353K0.0%-10.7%0.326%
2/7/2024 NBC Securities Inc.4,633$87K0.0%-25.8%0.081%
2/7/2024Principal Securities Inc.56,513$1.07M0.0%N/A0.983%
2/6/2024EdgeRock Capital LLC1,949$37K0.0%N/A0.034%
2/6/2024Axxcess Wealth Management LLC353,055$6.65M0.2%+2.0%6.140%
2/2/2024Truist Financial Corp10,244$193K0.0%-17.9%0.167%
2/1/2024Larson Financial Group LLC32,408$611K0.1%-29.7%0.527%
2/1/2024Capital Investment Advisory Services LLC2,550$48K0.0%-39.3%0.041%
2/1/2024Sigma Planning Corp25,606$483K0.0%-46.8%0.416%
1/31/2024Kraft Davis & Associates LLC108,364$2.04M0.6%-1.7%1.762%
1/26/2024 Cedrus LLC414,620$7.81M4.8%-0.7%6.742%
1/25/2024 International Assets Investment Management LLC23,935$451K0.0%N/A0.389%
1/24/2024 International Assets Investment Management LLC451,077$8.50M0.0%N/A7.335%
1/16/2024 Raymond James & Associates40,175$757K0.0%+104.2%0.653%
1/12/2024Mutual Advisors LLC228,364$4.30M0.1%+0.3%3.654%
1/12/2024GPS Wealth Strategies Group LLC7,000$132K0.0%-69.2%0.112%
1/11/2024Atlas Private Wealth Advisors16,424$310K0.1%-19.5%0.263%
1/10/2024Creative Financial Designs Inc. ADV13,827$261K0.0%+6.5%0.221%
1/10/2024 Cornerstone Wealth Management LLC14,414$272K0.0%-5.1%0.231%
1/9/2024 Capital Asset Advisory Services LLC353,936$6.67M0.4%+1.9%5.663%
11/15/2023Axxcess Wealth Management LLC346,286$6.35M0.2%N/A4.947%
11/14/2023Mutual Advisors LLC227,605$4.17M0.2%+2.1%3.252%
11/13/2023Jacobi Capital Management LLC13,616$250K0.0%-9.0%0.195%
11/13/2023LPL Financial LLC650,317$11.93M0.0%-15.3%9.290%
11/13/2023Kestra Advisory Services LLC32,892$603K0.0%-81.3%0.470%
11/6/2023Sigma Planning Corp48,165$883K0.0%-27.2%0.688%
11/4/2023 NBC Securities Inc.6,241$114K0.0%N/A0.089%
11/3/2023Larson Financial Group LLC46,090$845K0.1%-3.2%0.658%
11/3/2023Private Advisor Group LLC95,992$1.76M0.0%-13.7%1.371%
11/2/20231776 Wealth LLC30,000$550K0.3%-25.0%0.429%
10/26/2023GPS Wealth Strategies Group LLC22,700$416K0.1%-19.5%0.329%
10/24/2023 Raymond James Financial Services Advisors Inc.72,671$1.33M0.0%-41.2%1.053%
10/24/2023 Raymond James & Associates19,671$361K0.0%-20.5%0.285%
10/24/2023 Cambridge Investment Research Advisors Inc.29,617$543K0.0%N/A0.429%
10/23/2023Commonwealth Equity Services LLC67,238$1.23M0.0%+7.2%0.974%
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10/18/2023 Capital Asset Advisory Services LLC347,214$6.38M0.4%-37.6%4.960%
10/16/2023Kraft Davis & Associates LLC110,186$2.01M0.8%-1.2%1.574%
10/11/2023AE Wealth Management LLC12,489$229K0.0%-79.7%0.177%
10/11/2023 CWM LLC5,537$102K0.0%-46.3%0.079%
10/11/2023Atlas Private Wealth Advisors20,394$374K0.1%-31.6%0.289%
8/30/2023Western Wealth Management LLC11,575$213K0.0%N/A0.149%
8/11/2023Kestra Advisory Services LLC176,149$3.25M0.0%-78.1%2.273%
8/10/2023Private Advisor Group LLC111,290$2.06M0.0%-23.1%1.436%
8/8/2023Jacobi Capital Management LLC14,967$276K0.0%-7.1%0.193%
8/8/2023Prospera Financial Services Inc13,277$245K0.0%-12.8%0.171%
8/4/2023Envestnet Asset Management Inc.84,803$1.56M0.0%+159.4%1.094%
8/4/2023Atlas Private Wealth Advisors29,836$550K0.1%+105.0%0.385%
8/3/2023Larson Financial Group LLC47,632$878K0.1%-5.9%0.615%
8/3/2023 CWM LLC10,314$190K0.0%-77.2%0.129%
8/2/2023 Capital Asset Advisory Services LLC556,097$10.33M0.7%+7.2%6.951%
8/2/2023 Synergy Asset Management LLC37,088$684K0.2%-10.7%0.464%
8/2/2023Sigma Planning Corp66,186$1.22M0.0%-54.2%0.827%
7/31/2023LPL Financial LLC767,479$14.15M0.0%-16.4%9.593%
7/31/2023Mutual Advisors LLC222,943$4.11M0.2%-0.8%2.787%
7/26/2023Creative Financial Designs Inc. ADV12,145$224K0.0%+20.9%0.152%
7/25/2023 Raymond James Financial Services Advisors Inc.123,673$2.28M0.0%-24.3%1.546%
7/25/2023 Raymond James & Associates24,748$456K0.0%+11.4%0.309%
7/25/2023Onyx Bridge Wealth Group LLC18,080$333K0.1%-5.9%0.226%
7/25/2023Ameritas Advisory Services LLC26,535$488K0.1%-62.6%0.332%
7/17/2023GPS Wealth Strategies Group LLC28,200$520K0.1%-16.3%0.338%
7/14/2023 Cornerstone Wealth Management LLC15,163$280K0.0%-21.4%0.181%
7/11/2023EdgeRock Capital LLC647,305$11.94M5.8%-7.4%7.706%
7/10/2023AE Wealth Management LLC61,508$1.13M0.0%-91.3%0.732%
5/12/2023 Capital Asset Advisory Services LLC518,918$9.67M0.7%+4.4%5.610%
5/11/2023Envestnet Asset Management Inc.32,695$609K0.0%-16.3%0.353%
5/10/2023Mach 1 Financial Group LLC1,420$26.46M0.2%N/A0.015%
5/10/2023Private Advisor Group LLC144,809$2.70M0.0%N/A1.566%
5/10/2023Resources Investment Advisors LLC.28,677$534K0.0%+160.7%0.310%
5/10/2023LPL Financial LLC918,484$17.11M0.0%-15.5%9.930%
5/8/2023Sigma Planning Corp144,576$2.69M0.1%+324.5%1.563%
5/5/2023Truist Financial Corp12,340$230K0.0%-57.0%0.132%
5/5/2023Jacobi Capital Management LLC16,112$300K0.0%-9.9%0.172%
5/4/2023Larson Financial Group LLC50,602$943K0.1%+4.3%0.541%
5/2/2023BlackDiamond Wealth Management Inc.14,491$271K0.3%+35.4%0.155%
5/1/2023 CWM LLC45,251$843K0.0%+807.4%0.484%
4/28/2023Ameritas Advisory Services LLC70,952$1.32M0.1%-17.9%0.759%
4/27/2023Benjamin Edwards Inc.5,848$109K0.0%N/A0.063%
4/27/2023Benjamin F. Edwards & Company Inc.5,150$96K0.0%-57.4%0.055%
4/25/2023Creative Financial Designs Inc. ADV10,042$187K0.0%+55.4%0.107%
4/21/2023Capital Investment Advisory Services LLC4,518$84K0.0%-11.5%0.048%
4/17/2023GPS Wealth Strategies Group LLC33,700$628K0.1%-16.2%0.360%
4/14/2023AE Wealth Management LLC709,636$13.22M0.1%-18.0%7.549%
4/14/2023 Raymond James Financial Services Advisors Inc.163,436$3.05M0.0%-13.6%1.739%
4/14/2023 Raymond James & Associates22,206$414K0.0%+18.0%0.236%
4/13/2023EdgeRock Capital LLC699,112$13.02M6.7%-17.0%7.437%
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4/10/2023Onyx Bridge Wealth Group LLC19,215$358K0.1%-10.6%0.204%
3/8/2023 Capital Asset Advisory Services LLC496,897$9.21M0.7%N/A4.538%
2/15/2023Atlas Private Wealth Advisors14,284$263K0.1%-55.5%0.130%
2/14/2023EdgeRock Capital LLC842,142$15.53M8.7%-9.9%7.691%
2/10/2023Ameritas Advisory Services LLC86,395$1.59M0.1%-23.1%0.789%
2/10/2023Advisor Group Holdings Inc.142,169$2.62M0.0%-14.6%1.298%
2/10/2023Wealthsource Partners LLC26,245$484K0.0%N/A0.240%
2/9/2023HighTower Advisors LLC19,724$363K0.0%-55.3%0.180%
2/8/2023 Raymond James Financial Services Advisors Inc.189,153$3.49M0.0%-21.0%1.727%
2/8/2023Belpointe Asset Management LLC11,911$220K0.0%-62.8%0.109%
(Data available from 1/1/2016 forward)

LDSF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDSF shares?

During the previous two years, 62 institutional investors and hedge funds held shares of First Trust Low Duration Strategic Focus ETF. The most heavily invested institutionals were Mach 1 Financial Group LLC ($26.46M), LPL Financial LLC ($11.93M), Cedrus LLC ($7.81M), Axxcess Wealth Management LLC ($6.65M), Royal Bank of Canada ($6.38M), Capital Asset Advisory Services LLC ($5.32M), and Mutual Advisors LLC ($4.30M).Learn more on LDSF's institutional investors.

Which institutional investors have been buying First Trust Low Duration Strategic Focus ETF stock?

Of the 50 institutional investors that purchased First Trust Low Duration Strategic Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($1.36M), EdgeRock Capital LLC ($936.64K), Raymond James Financial Services Advisors Inc. ($926.83K), Capital Asset Advisory Services LLC ($566.88K), International Assets Investment Management LLC ($475.01K), Axxcess Wealth Management LLC ($353.06K), and Royal Bank of Canada ($311.70K).

How much institutional buying is happening at First Trust Low Duration Strategic Focus ETF?

Institutional investors have bought a total of 6,484,155 shares in the last 24 months. This purchase volume represents approximately $225.04M in transactions.

Which First Trust Low Duration Strategic Focus ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold First Trust Low Duration Strategic Focus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Advisory Services LLC ($1.31M), LPL Financial LLC ($957.95K), AE Wealth Management LLC ($955.37K), Envestnet Asset Management Inc. ($543.78K), Atlas Private Wealth Advisors ($325.08K), EdgeRock Capital LLC ($294.01K), and Capital Asset Advisory Services LLC ($293.85K).

How much institutional selling is happening at First Trust Low Duration Strategic Focus ETF?

Institutional investors have sold a total of 6,699,640 shares in the last 24 months. This volume of shares sold represents approximately $202.13M in transactions.


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This page (NASDAQ:LDSF) was last updated on 4/26/2024 by MarketBeat.com Staff

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