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

$18.81 0.00 (0.00%)
As of 03:59 PM Eastern
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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)
18
Total
Institutional Inflows
(last 12 months)
$23.58M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$41.92M
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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
1/17/2025Mutual Advisors LLC178,173$3.35M0.1%+342.9%2.640%
1/15/2025 Ameritas Advisory Services LLC25,549$480K0.0%N/A0.379%
12/26/2024JPMorgan Chase & Co.7,640$146K0.0%N/A0.113%
11/25/2024Sanctuary Advisors LLC152,900$2.88M0.0%+41.1%2.265%
11/15/2024MML Investors Services LLC166,795$3.20M0.0%+24.0%2.471%
11/15/2024Jane Street Group LLC34,507$661K0.0%-67.8%0.511%
11/15/2024Stifel Financial Corp703,422$13.48M0.0%-70.8%10.421%
11/13/2024D.A. Davidson & CO.87,405$1.68M0.0%-10.1%1.295%
11/13/2024Private Trust Co. NA3,540$68K0.0%-21.7%0.052%
11/12/2024Larson Financial Group LLC18,620$357K0.0%-19.3%0.276%
11/8/2024Kraft Davis & Associates LLC12,695$239K0.1%-79.6%0.188%
11/5/2024Proactive Wealth Strategies LLC40,633$779K0.4%N/A0.602%
11/4/2024Axxcess Wealth Management LLC299,813$5.74M0.1%+3.9%4.442%
11/4/2024Sigma Planning Corp39,702$761K0.0%-1.6%0.588%
10/28/2024Creative Financial Designs Inc. ADV16,666$319K0.0%+12.5%0.249%
10/22/2024Private Advisor Group LLC35,070$672K0.0%-39.2%0.523%
10/19/2024Cedrus LLC512,084$9.81M3.6%+14.7%7.643%
9/5/2024Sanctuary Advisors LLC108,328$2.01M0.0%N/A1.267%
8/10/2024Axxcess Wealth Management LLC288,458$5.39M0.1%+2.1%3.374%
8/5/2024Private Advisor Group LLC57,717$1.08M0.0%-37.5%0.675%
8/2/2024Larson Financial Group LLC23,068$431K0.0%-29.2%0.270%
7/31/2024Commonwealth Equity Services LLC80,740$1.51M0.0%+4.3%0.944%
7/30/2024 International Assets Investment Management LLC8,285$155K0.0%-57.4%0.097%
7/29/2024Kraft Davis & Associates LLC62,184$1.17M0.4%-38.2%0.727%
7/29/2024 Ameritas Advisory Services LLC26,275$491K0.0%-14.2%0.307%
7/26/2024Cambridge Investment Research Advisors Inc.137,438$2.57M0.0%+311.4%1.598%
7/24/2024EdgeRock Capital LLC1,949$36K0.0%N/A0.023%
7/24/2024Cedrus LLC446,407$8.34M4.2%+16.9%5.615%
7/19/2024Western Wealth Management LLC10,410$195K0.0%-10.6%0.131%
7/19/2024Raymond James & Associates69,891$1.31M0.0%+5.0%0.879%
5/24/2024Cetera Advisors LLC17,583$330K0.0%N/A0.314%
5/16/2024Kraft Davis & Associates LLC100,618$1.88M0.6%-7.1%1.797%
5/14/2024Axxcess Wealth Management LLC282,570$5.30M0.1%-20.0%3.600%
5/2/2024Mutual Advisors LLC206,578$3.87M0.1%-9.5%3.689%
5/2/2024FinTrust Capital Advisors LLC4,446$83K0.0%-50.0%0.079%
4/30/2024Private Advisor Group LLC92,405$1.73M0.0%-3.6%1.650%
4/30/2024Commonwealth Equity Services LLC77,448$1.45M0.0%+25.7%1.383%
4/23/2024Raymond James Financial Services Advisors Inc.80,475$1.51M0.0%+10.6%1.437%
4/16/2024Capital 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%
4/5/2024NBC 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%
2/7/2024NBC 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%
1/26/2024Cedrus 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%
1/16/2024Raymond 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%
1/10/2024Cornerstone Wealth Management LLC14,414$272K0.0%-5.1%0.231%
1/9/2024Capital 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%
11/4/2023NBC 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%
10/24/2023Raymond James Financial Services Advisors Inc.72,671$1.33M0.0%-41.2%1.053%
10/24/2023Raymond James & Associates19,671$361K0.0%-20.5%0.285%
10/24/2023Cambridge 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%
10/18/2023Capital 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%
10/11/2023CWM 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%
8/3/2023CWM LLC10,314$190K0.0%-77.2%0.129%
8/2/2023Capital Asset Advisory Services LLC556,097$10.33M0.7%+7.2%6.951%
8/2/2023Synergy 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%
7/25/2023Raymond James Financial Services Advisors Inc.123,673$2.28M0.0%-24.3%1.546%
7/25/2023Raymond James & Associates24,748$456K0.0%+11.4%0.309%
7/25/2023Onyx Bridge Wealth Group LLC18,080$333K0.1%-5.9%0.226%
(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, 56 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), Stifel Financial Corp ($13.48M), LPL Financial LLC ($11.93M), Cedrus LLC ($9.81M), Axxcess Wealth Management LLC ($5.74M), Capital Asset Advisory Services LLC ($5.32M), and Mutual Advisors LLC ($3.35M).Learn more on LDSF's institutional investors.

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

Of the 36 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: Capital Asset Advisory Services LLC ($562.82K), International Assets Investment Management LLC ($475.01K), Axxcess Wealth Management LLC ($370.30K), Sanctuary Advisors LLC ($152.90K), Private Advisor Group LLC ($144.81K), Mutual Advisors LLC ($143.37K), and Cambridge Investment Research Advisors Inc. ($133.65K).

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

Institutional investors have bought a total of 2,743,208 shares in the last 24 months. This purchase volume represents approximately $68.75M in transactions.

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

Of the 43 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: Stifel Financial Corp ($1.70M), Kestra Advisory Services LLC ($1.23M), AE Wealth Management LLC ($927.32K), Envestnet Asset Management Inc. ($512.61K), LPL Financial LLC ($436.87K), EdgeRock Capital LLC ($287.39K), and Capital Asset Advisory Services LLC ($278.84K).

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

Institutional investors have sold a total of 6,535,933 shares in the last 24 months. This volume of shares sold represents approximately $157.98M in transactions.


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This page (NASDAQ:LDSF) was last updated on 1/17/2025 by MarketBeat.com Staff
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