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

$19.18 -0.01 (-0.05%)
As of 03:22 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)
23
Total
Institutional Inflows
(last 12 months)
$50.50M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$47.88M
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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
9/4/2025 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%
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%
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%
2/13/2025Raymond James Financial Inc.145,406$2.73M0.0%N/A2.154%
2/13/2025Envestnet Asset Management Inc.133,405$2.50M0.0%-63.6%1.976%
2/11/2025LPL Financial LLC545,675$10.24M0.0%+3.4%8.084%
2/10/2025Axxcess Wealth Management LLC298,564$5.60M0.1%-0.4%4.423%
2/10/2025Creative Financial Designs Inc. ADV18,039$339K0.0%+8.2%0.267%
2/10/2025Altus Wealth Group LLC12,659$238K0.1%N/A0.188%
2/10/2025Commonwealth Equity Services LLC69,331$1.30M0.0%-18.0%1.027%
2/7/2025Sowell Financial Services LLC136,578$2.56M0.1%N/A2.023%
2/7/2025Larson Financial Group LLC14,192$266K0.0%-23.8%0.210%
2/6/2025Raymond James Financial Inc.145,406$2.73M0.0%N/A2.154%
2/5/2025SRS Capital Advisors Inc.643,026$12.07M0.8%N/A9.526%
2/3/2025Private Advisor Group LLC22,791$428K0.0%-35.0%0.338%
1/31/2025Proactive Wealth Strategies LLC39,245$737K0.4%-3.4%0.581%
1/31/2025D.A. Davidson & CO.81,527$1.53M0.0%-6.7%1.208%
1/31/2025Sanctuary Advisors LLC160,120$3.01M0.0%+4.7%2.372%
1/22/2025Capital Asset Advisory Services LLC298,388$5.60M0.3%-0.6%4.421%
1/21/2025Cornerstone Wealth Management LLC12,310$231K0.0%-10.4%0.182%
1/17/2025Mutual Advisors LLC178,173$3.35M0.1%+342.9%2.640%
1/15/2025Ameritas 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%
7/30/2024International 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%
7/29/2024Ameritas 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%
4/11/2024International 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%
(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, 55 institutional investors and hedge funds held shares of First Trust Low Duration Strategic Focus ETF. The most heavily invested institutionals were LPL Financial LLC ($13.93M), Stifel Financial Corp ($13.13M), SRS Capital Advisors Inc. ($12.07M), Royal Bank of Canada ($10.48M), Cedrus LLC ($9.81M), Breakthru Advisory Services LLC ($5.75M), and Raymond James Financial Inc. ($5.73M).Learn more on First Trust Low Duration Strategic Focus ETF's institutional investors.

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

Of the 34 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: SRS Capital Advisors Inc. ($643.03K), International Assets Investment Management LLC ($475.01K), Raymond James Financial Inc. ($446.83K), Axxcess Wealth Management LLC ($370.30K), Breakthru Advisory Services LLC ($314.31K), Mariner LLC ($232.46K), and LPL Financial LLC ($210.34K).

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

Institutional investors have bought a total of 2,681,793 shares in the last 24 months. This purchase volume represents approximately $50.50M in transactions.

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

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: Stifel Financial Corp ($1.71M), Envestnet Asset Management Inc. ($268.66K), Mutual Advisors LLC ($152.69K), Jane Street Group LLC ($103.62K), Kraft Davis & Associates LLC ($51.21K), Cambridge Investment Research Advisors Inc. ($48.69K), and Osaic Holdings Inc. ($40.48K).

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

Institutional investors have sold a total of 2,508,573 shares in the last 24 months. This volume of shares sold represents approximately $47.88M in transactions.



This page (NASDAQ:LDSF) was last updated on 9/12/2025 by MarketBeat.com Staff
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