F
First Trust Low Duration Strategic Focus
LDSF • NASDAQ
First Trust Low Duration Strategic Focus is an exchange-traded fund on NASDAQ. As of Q3 2025, 56 institutional investors hold shares in this ETF, with total holdings valued at $87.3M. LPL Financial LLC is the largest holder with a position valued at $21.4M.
Overview
Overview of institutional ownership in LDSF as of Q3 2025
All Institutions
- Institutions
- 56
- Value Held
- $87.3M
- Shares Held
- 4.6M
- Avg Position
- $1.6M
- Median Position
- $286.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $507.7K
- Shares Held
- 26.6K
- Avg Position
- $507.7K
- Median Position
- $507.7K
Biggest Investors
Institutions with the largest positions in LDSF as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $21.4M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $20.0M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.5M 0.00% of portfolio |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $5.4M 0.12% of portfolio |
 Capital Asset Advisory Services LLC RIA/Wealth | $5.4M 0.23% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $4.6M 0.01% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $3.5M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.8M 0.00% of portfolio |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $1.7M 0.13% of portfolio |
D DAVIDSON D A & CO Institution | $1.6M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LDSF in Q3 2025
- Traded
- −$733.9K
- Buyers
- 25
- Sellers
- 22
- Total Bought
- +$10.7M
- Total Sold
- −$11.5M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$2.4M +124.5K shares |
R ROYAL BANK OF CANADA Institution | +$2.1M +110.8K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | +$1.7M +88.9K shares |
 IFG Advisory, LLC RIA/Wealth | +$1.4M +72.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$747.9K +39.1K shares |
 RFG Advisory Group, LLC RIA/Wealth | +$617.2K +32.3K shares |
 BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | +$311.4K +-288.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$308.4K +16.1K shares |
 Apollon Wealth Management, LLC RIA/Wealth | +$286.8K +15.0K shares |
 BB&T CORP Institution | +$194.4K +10.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SRS Capital Advisors, Inc. RIA/Wealth | −$8.9M −470.3K shares |
 Mutual Advisors, LLC RIA/Wealth | −$585.7K −30.6K shares |
 1776 Wealth LLC RIA/Wealth | −$570.0K −30.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$480.6K −25.1K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | −$274.9K −14.4K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$80.3K −4.2K shares |
D DAVIDSON D A & CO Institution | −$77.3K −4.0K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | −$76.1K −4.0K shares |
 MORGAN STANLEY RIA/Wealth | −$68.3K −3.6K shares |
 Sigma Planning Corp RIA/Wealth | −$62.4K −3.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LDSF in Q3 2025
- New Positions
- 6
- New Value
- $4.1M
- Exited Positions
- 2
- Exited Value
- $9.5M
New Positions
| Institution | Position Value |
|---|---|
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.7M 88.9K shares |
IFG Advisory, LLC RIA/Wealth | $1.4M 72.0K shares |
RFG Advisory Group, LLC RIA/Wealth | $617.2K 32.3K shares |
Apollon Wealth Management, LLC RIA/Wealth | $286.8K 15.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $68.2K 3.6K shares |
U UMB BANK N A/MO Institution | $7.8K 408.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $8.9M 470.3K shares |
1776 Wealth LLC RIA/Wealth | $570.0K 30.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in LDSF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LDSF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Proactive Wealth Strategies LLC RIA/Wealth | 0.33% $767.6K |
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | 0.24% $311.4K |
Capital Asset Advisory Services LLC RIA/Wealth | 0.23% $5.4M |
SILVER OAK SECURITIES, Inc RIA/Wealth | 0.13% $1.7M |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | 0.12% $5.4M |
A Altus Wealth Group LLC RIA/Wealth | 0.09% $231.1K |
IFG Advisory, LLC RIA/Wealth | 0.06% $1.4M |
 Prospera Financial Services RIA/Wealth | 0.02% $1.4M |
 XML Financial, LLC RIA/Wealth | 0.02% $286.6K |
RFG Advisory Group, LLC RIA/Wealth | 0.02% $617.2K |
Hedge Fund Spotlight
Discover hedge funds investing in LDSF
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
F
Position in First Trust Low Duration Strategic Focus
- Market Value
- $507.7K
- Shares Held
- 26.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
