First Trust Lunt US Factor Rotation ETF
FCTR
22 hedge funds and large institutions have $57.8M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
23% more capital invested
Capital invested by funds: $47.2M → $57.8M (+$10.6M)
16% more funds holding
Funds holding: 19 → 22 (+3)
2.38% less ownership
Funds ownership: 90.25% → 87.88% (-2.4%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.81M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$925K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$917K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$432K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.29M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$2.31M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.25M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$489K |
| 5 |
Jane Street
New York
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -234 | Closed |
|
FCTR Hedge Fund Activity: Q2 2020 in Review
22 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2020, worth a combined $57.8M — up 23% from $47.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FCTR positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Soltis Investment Advisors, adding an estimated $1.81M. The largest seller was Cornerstone Wealth Management, cutting an estimated $3.29M.
- 22 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2020, up from 19 in Q1 2020.
- Funds reported $57.8M of First Trust Lunt US Factor Rotation ETF stock for Q2 2020, up 23% quarter-over-quarter.
- 7 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2020 and 4 closed out, a net change of +3 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2020 was Soltis Investment Advisors, an estimated $1.81M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2020 was Cornerstone Wealth Management, an estimated $3.29M sold.
Based on aggregated 13F filings for Q2 2020.