LDSF Institutional Ownership
First Trust Low Duration Strategic Focus ETF
1W: -0.3%
1M: -2.0%
3M: -2.6%
YTD: -3.1%
1Y: -2.3%
3Y: +12.2%
5Y: +8.0%
$18.42
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$18
$18
$18
$19
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LDSF
63
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
121M
Total Invested
12
New Positions
16
Increased
22
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1,712,754 | $32M | +58,179 | +3.5% | 30Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,656,476 | $31M | -37,442 | -2.2% | 28Q | SEC ↗ |
| 3 | Arax Advisory Partners | 532,477 | $10M | -34,476 | -6.1% | 3Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 351,067 | $6M | -27,404 | -7.2% | 7Q | SEC ↗ |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 255,610 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Capital Asset Advisory Services LLC | 255,610 | $5M | -9,669 | -3.6% | 15Q | SEC ↗ |
| 7 | Sanctuary Advisors, LLC | 218,357 | $4M | -14,341 | -6.2% | 9Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 209,890 | $4M | +45,087 | +27.4% | 21Q | SEC ↗ |
| 9 | StoneX Group Inc. | 143,230 | $3M | +37,621 | +35.6% | 3Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC NEW | 94,555 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 93,559 | $2M | +568 | +0.6% | 27Q | SEC ↗ |
| 12 | D.A. DAVIDSON & CO. | 85,469 | $2M | -87 | -0.1% | 10Q | SEC ↗ |
| 13 | Prospera Financial Services Inc | 77,559 | $1M | +84 | +0.1% | 14Q | SEC ↗ |
| 14 | Proactive Wealth Strategies LLC | 70,470 | $1M | -4,022 | -5.4% | 8Q | SEC ↗ |
| 15 | SILVER OAK SECURITIES, INCORPORATED | 69,871 | $1M | +7,859 | +12.7% | 4Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 47,290 | $871K | +16,112 | +51.7% | 12Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 41,613 | $767K | — | +0.0% | 1Q | SEC ↗ |
| 18 | BARRETT & COMPANY, INC. | 40,769 | $751K | +19,244 | +89.4% | 2Q | SEC ↗ |
| 19 | RFG Advisory, LLC | 38,338 | $706K | -2,483 | -6.1% | 4Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 35,977 | $663K | +8,917 | +33.0% | 29Q | SEC ↗ |
| 21 | Sigma Planning Corp | 32,208 | $593K | -2,317 | -6.7% | 22Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 29,502 | $543K | +832 | +2.9% | 12Q | SEC ↗ |
| 23 | Mutual Advisors, LLC | 28,788 | $530K | — | +0.0% | 25Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 24,407 | $450K | -14,308 | -37.0% | 27Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,486 | $433K | -4,423 | -15.8% | 7Q | SEC ↗ |
| 26 | Ameritas Advisory Services, LLC | 23,261 | $428K | +96 | +0.4% | 5Q | SEC ↗ |
| 27 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 17,850 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 28 | PRINCIPAL SECURITIES, INC. | 17,687 | $326K | -13 | -0.1% | 11Q | SEC ↗ |
| 29 | NICOLET BANKSHARES INC NEW | 17,203 | $317K | — | +0.0% | 1Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 16,628 | $306K | +3,900 | +30.6% | 26Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 15,580 | $287K | -4,468 | -22.3% | 7Q | SEC ↗ |
| 32 | Apollon Wealth Management, LLC | 15,000 | $276K | — | +0.0% | 4Q | SEC ↗ |
| 33 | XML Financial, LLC | 14,989 | $276K | — | +0.0% | 19Q | SEC ↗ |
| 34 | Geneos Wealth Management Inc. | 14,820 | $273K | — | +0.0% | 30Q | SEC ↗ |
| 35 | Kovack Advisors, Inc. | 14,532 | $268K | +169 | +1.2% | 3Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 10,876 | $200K | +237 | +2.2% | 4Q | SEC ↗ |
| 37 | Crusonia Wealth Advisors LLC | 10,870 | $200K | — | +0.0% | 3Q | SEC ↗ |
| 38 | IFP Advisors, Inc | 10,443 | $192K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC NEW | 8,540 | $157K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CWM, LLC | 7,715 | $142K | -206 | -2.6% | 18Q | SEC ↗ |
| 41 | Larson Financial Group LLC | 6,905 | $127K | +67 | +1.0% | 23Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 6,887 | $127K | +2,408 | +53.8% | 17Q | SEC ↗ |
| 43 | IFG Advisory, LLC NEW | 3,966 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Aptus Capital Advisors, LLC | 3,885 | $72K | — | +0.0% | 7Q | SEC ↗ |
| 45 | Tidemark, LLC | 2,922 | $54K | — | +0.0% | 11Q | SEC ↗ |
| 46 | PRIVATE TRUST CO NA | 2,448 | $45K | — | +0.0% | 17Q | SEC ↗ |
| 47 | TD Capital Management LLC | 2,098 | $39K | — | +0.0% | 16Q | SEC ↗ |
| 48 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,466 | $27K | -526 | -26.4% | 18Q | SEC ↗ |
| 49 | CoreCap Advisors, LLC NEW | 455 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 50 | AdvisorNet Financial, Inc | 410 | $8K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 255,610 | $5M |
| Kestra Advisory Services, LLC | 94,555 | $2M |
| CITADEL ADVISORS LLC | 41,613 | $767K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 17,850 | $329K |
| NICOLET BANKSHARES INC | 17,203 | $317K |
| Integrated Wealth Concepts LLC | 8,540 | $157K |
| IFG Advisory, LLC | 3,966 | $73K |
| CoreCap Advisors, LLC | 455 | $8K |
| Rockefeller Capital Management L.P. | 308 | $6K |
| Global Retirement Partners, LLC | 194 | $4K |
| Ashton Thomas Private Wealth, LLC | 144 | $3K |
| MERCER GLOBAL ADVISORS INC /ADV | 31 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 241,798 | $4M |
| Independent Advisor Alliance | 142,513 | $3M |
| JANE STREET GROUP, LLC | 20,066 | $370K |
| BREAKTHRU ADVISORY SERVICES, LLC | 19,693 | $363K |
| Gladstone Institutional Advisory LL | 16,026 | $295K |
| Altus Wealth Group LLC | 10,711 | $197K |
| Western Wealth Management, LLC | 6,304 | $116K |
| MAI Capital Management | 1,194 | $22K |
| Sound Income Strategies, LLC | 1 | $0K |
| Parkside Financial Bank & Trust | 1 | $0K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +58,179 | +3.5% | 1,712,754 |
| MML INVESTORS SERVICES, LLC | +45,087 | +27.4% | 209,890 |
| StoneX Group Inc. | +37,621 | +35.6% | 143,230 |
| BARRETT & COMPANY, INC. | +19,244 | +89.4% | 40,769 |
| Cetera Investment Advisers | +16,112 | +51.7% | 47,290 |
| COMMONWEALTH EQUITY SERVICES, LLC | +8,917 | +33.0% | 35,977 |
| SILVER OAK SECURITIES, INCORPORATED | +7,859 | +12.7% | 69,871 |
| OSAIC HOLDINGS, INC. | +3,900 | +30.6% | 16,628 |
| HARBOUR INVESTMENTS, INC. | +2,408 | +53.8% | 6,887 |
| Cambridge Investment Research Advis | +832 | +2.9% | 29,502 |
| ENVESTNET ASSET MANAGEMENT INC | +568 | +0.6% | 93,559 |
| TRUIST FINANCIAL CORP | +237 | +2.2% | 10,876 |
| Kovack Advisors, Inc. | +169 | +1.2% | 14,532 |
| Ameritas Advisory Services, LLC | +96 | +0.4% | 23,261 |
| Prospera Financial Services Inc | +84 | +0.1% | 77,559 |
| Larson Financial Group LLC | +67 | +1.0% | 6,905 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -37,442 | -2.2% | 1,656,476 |
| Arax Advisory Partners | -34,476 | -6.1% | 532,477 |
| RAYMOND JAMES FINANCIAL INC | -27,404 | -7.2% | 351,067 |
| Sanctuary Advisors, LLC | -14,341 | -6.2% | 218,357 |
| Private Advisor Group, LLC | -14,308 | -37.0% | 24,407 |
| Capital Asset Advisory Services LLC | -9,669 | -3.6% | 255,610 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -4,468 | -22.3% | 15,580 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -4,423 | -15.8% | 23,486 |
| Proactive Wealth Strategies LLC | -4,022 | -5.4% | 70,470 |
| RFG Advisory, LLC | -2,483 | -6.1% | 38,338 |
| Sigma Planning Corp | -2,317 | -6.7% | 32,208 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -526 | -26.4% | 1,466 |
| WELLS FARGO & COMPANY/MN | -391 | -99.7% | 1 |
| CWM, LLC | -206 | -2.6% | 7,715 |
| MORGAN STANLEY | -114 | -98.3% | 2 |
| D.A. DAVIDSON & CO. | -87 | -0.1% | 85,469 |
| PRINCIPAL SECURITIES, INC. | -13 | -0.1% | 17,687 |