First Trust Lunt US Factor Rotation ETF
FCTR
23 hedge funds and large institutions have $85.1M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more capital invested
Capital invested by funds: $57.8M → $85.1M (+$27.4M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 22 → 23 (+1)
3.71% less ownership
Funds ownership: 87.88% → 84.16% (-3.7%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$24.1M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$1.61M |
| 3 |
Jane Street
New York
|
+$1.43M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$864K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$3.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$959K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$814K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$7K | -300 | Closed |
|
FCTR Hedge Fund Activity: Q3 2020 in Review
23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2020, worth a combined $85.1M — up 47% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FCTR positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Soltis Investment Advisors, adding an estimated $24.1M. The largest seller was Geneos Wealth Management, cutting an estimated $3.15M.
- 23 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2020, up from 22 in Q2 2020.
- Funds reported $85.1M of First Trust Lunt US Factor Rotation ETF stock for Q3 2020, up 47% quarter-over-quarter.
- 4 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2020 and 3 closed out, a net change of +1 holder.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2020 was Soltis Investment Advisors, an estimated $24.1M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q3 2020 was Geneos Wealth Management, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2020.