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First Trust Lunt US Factor Rotation ETF

30 hedge funds and large institutions have $50.8M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
5
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$14.2M 416,444 -530,234 -56%
LCM
2
Lunt Capital Management
Utah
$10.9M 321,634 +1,893 +0.6%
LPL Financial
3
LPL Financial
California
$5.12M 150,692 -46,200 -23%
SIA
4
Soltis Investment Advisors
Utah
$5.01M 147,325 -5,962 -4%
Morgan Stanley
5
Morgan Stanley
New York
$4.67M 137,470 +5,302 +4%
SOS
6
Silver Oak Securities
Tennessee
$2.54M 74,756 -60 -0.1%
Goldman Sachs
7
Goldman Sachs
New York
$1.85M 54,351 +5,127 +10%
Citadel Advisors
8
Citadel Advisors
Florida
$1.62M 47,711 -809 -2%
GM
9
GeoWealth Management
Illinois
$1.04M 30,482 +1,436 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$442K 12,993 +12,993 New
KDA
11
Kraft Davis & Associates
Missouri
$432K 12,365
BWA
12
BlueChip Wealth Advisors
Georgia
$411K 12,096
WAS
13
Wealth Advisory Solutions
Indiana
$387K 11,393 -33 -0.3%
Stifel Financial
14
Stifel Financial
Missouri
$288K 8,462 -539 -6%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$282K 8,308 -707 -8%
AI
16
Atria Investments
North Carolina
$250K 7,343 +249 +4%
UAG
17
United Advisor Group
Ohio
$245K 7,194
Raymond James Financial
18
Raymond James Financial
Florida
$229K 6,749 -450 -6%
BCI
19
Brinker Capital Investments
Pennsylvania
$201K 5,912 +5,912 New
HI
20
Harbour Investments
Wisconsin
$200K 5,894 -107 -2%
MSWA
21
Marshall & Sterling Wealth Advisors
New York
$147K 4,338 -49 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$125K 3,748 -2,067 -36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$75K 2,198 -1,000 -31%
CAM
24
Creekmur Asset Management
Illinois
$48K 1,412
UBS Group
25
UBS Group
Switzerland
$46K 1,354 +1,354 New