Who Owns First Trust Low Duration Strategic Focus ETF (LDSF)?Hedge Fund & Institutional Holders

$18.98-0.00 (-0.02%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.018826000240001e+136T

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$18.64$18.79$18.94$19.09$19.24Aug 24Jun 25Mar 26

LDSF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCIncreased+1K+$20.1M
Sanctuary Advisors, LLCNew Position+679K+$12.9M
Arax Advisory PartnersNew Position+540K+$10.0M
SILVER OAK SECURITIES, INCORPORATEDNew Position+85K+$1.6M
D.A. DAVIDSON & CO.New Position+82K+$1.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+89K+$1.0M
StoneX Group Inc.New Position+78K+$1.0M
Proactive Wealth Strategies LLCNew Position+39K+$746K
Mutual Advisors, LLCNew Position+31K+$589K
Ameritas Advisory Services, LLCNew Position+23K+$443K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+20K+$383K
Apollon Wealth Management, LLCNew Position+15K+$287K
Geneos Wealth Management Inc.New Position+15K+$283K
Crusonia Wealth Advisors LLCNew Position+11K+$208K
Altus Wealth Group LLCNew Position+11K+$205K

LDSF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AXXCESS WEALTH MANAGEMENT, LLCDecreased-13K-$5.4B
Capital Asset Advisory Services LLCDecreased-9K-$5.4B
Prospera Financial Services IncDecreased-2K-$1.4B
IFG Advisory, LLCClosed Position-72K-$1.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-5K-$873.3M
Cetera Investment AdvisersDecreased-5K-$721.3M
Sigma Planning CorpDecreased-40-$660.2M
CITADEL ADVISORS LLCClosed Position-27K-$507.7M
PRINCIPAL SECURITIES, INC.Decreased-2K-$431.3M
JANE STREET GROUP, LLCClosed Position-18K-$334.8M
OneDigital Investment Advisors LLCClosed Position-13K-$240.3M
Larson Financial Group LLCDecreased-230-$171.8M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-4K-$117.5M
Rockefeller Capital Management L.P.Closed Position-4K-$68.2M
MORGAN STANLEYDecreased-983-$39.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC2,098$40.2M0.00%Share
2LPL Financial LLC1,404,096$26.0M0.01%Share
3ROYAL BANK OF CANADA1,294,143$24.0M0.00%Share
4Arax Advisory Partners540,407$10.0M0.29%Share
5Capital Asset Advisory Services LLC275,170$5.3M0.21%Share
6AXXCESS WEALTH MANAGEMENT, LLC271,256$5.2M0.02%Share
7RAYMOND JAMES FINANCIAL INC268,689$5.0M0.00%Share
8Mariner, LLC245,462$4.0M0.00%Share
9Sanctuary Advisors, LLC173,095$3.3M0.02%Share
10Sanctuary Advisors, LLC167,648$3.2M0.02%Share
11Sanctuary Advisors, LLC168,975$3.2M0.02%Share
12Sanctuary Advisors, LLC168,975$3.2M0.02%Share
13MML INVESTORS SERVICES, LLC191,423$3.0M0.01%Share
14SILVER OAK SECURITIES, INCORPORATED85,352$1.6M0.11%Share
15D.A. DAVIDSON & CO.81,719$1.6M0.01%Share
16Cambridge Investment Research Advisors, Inc.73,466$1.0M0.00%Share
17RAYMOND JAMES FINANCIAL INC100,094$1.0M0.00%Share
18Prospera Financial Services Inc72,584$1.0M0.02%Share
19StoneX Group Inc.78,309$1.0M0.04%Share
20ENVESTNET ASSET MANAGEMENT INC88,688$1.0M0.00%Share
21RFG Advisory, LLC39,144$749K0.01%Share
22Proactive Wealth Strategies LLC38,974$746K0.30%Share
23Sigma Planning Corp34,522$661K0.02%Share
24Mutual Advisors, LLC30,788$589K0.01%Share
25Ameritas Advisory Services, LLC23,159$443K0.02%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC20,048$383K0.00%Share
27BREAKTHRU ADVISORY SERVICES, LLC19,693$377K0.24%Share
28Apollon Wealth Management, LLC15,000$287K0.00%Share
29Geneos Wealth Management Inc.14,820$283K0.01%Share
30Crusonia Wealth Advisors LLC10,870$208K0.05%Share
31Altus Wealth Group LLC10,711$205K0.08%Share
32TRUIST FINANCIAL CORP10,206$195K0.00%Share
33CWM, LLC7,921$152K0.00%Share
34INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,250$100K0.01%Share
35HARBOUR INVESTMENTS, INC.3,530$67K0.00%Share
36Tidemark, LLC2,922$55K0.02%Share
37PRIVATE TRUST CO NA2,448$46K0.00%Share
38CREATIVE FINANCIAL DESIGNS INC /ADV2,168$41K0.00%Share
39AMERIFLEX GROUP, INC.400$7K0.00%Share
40AdvisorNet Financial, Inc410$7K0.00%Share
41Steward Partners Investment Advisory, LLC1$00.00%Share
42PRINCIPAL SECURITIES, INC.20,560$00.00%Share
43Larson Financial Group LLC8,755$00.00%Share
44Global Retirement Partners, LLC189$00.00%Share
45Gladstone Institutional Advisory LLC16,026$00.00%Share
46MORGAN STANLEY1,082$00.00%Share
47MORGAN STANLEY2$00.00%Share
48SUSQUEHANNA INTERNATIONAL GROUP, LLP40,637$00.00%Share
49OSAIC HOLDINGS, INC.12,962$00.00%Share
50Parkside Financial Bank & Trust1$00.00%Share

LDSF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202555$149.3M+21
Q3 202534$75.9B-13
Q2 202547$80.7B-6
Q1 202553$76.1B-1
Q4 202454$10.8T+12
Q3 202442$35.5T-6
Q2 202448$33.9T+7
Q1 202441$34.1T—

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As of Q4 2025, 50 institutional investors hold LDSF (First Trust Low Duration Strategic Focus ETF). The largest holder is TD Capital Management LLC with $40.2M in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own LDSF?

As of Q4 2025, 50 institutional investors report holding LDSF (First Trust Low Duration Strategic Focus ETF) in their 13F filings.

Who is the largest institutional holder of LDSF?

The largest institutional holder of LDSF is TD Capital Management LLC with $40.2M in shares.

Is institutional ownership of LDSF increasing or decreasing?

This quarter, 14 institutions opened new positions in LDSF and 5 closed their positions.