First Trust Lunt US Factor Rotation ETF
FCTR
24 hedge funds and large institutions have $118M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
38% more capital invested
Capital invested by funds: $85.1M → $118M (+$32.6M)
4% more funds holding
Funds holding: 23 → 24 (+1)
3.41% more ownership
Funds ownership: 84.16% → 87.58% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$9.68M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.95M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.24M |
| 4 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$1.09M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$930K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.24M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$938K |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$406K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$384K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$383K |
FCTR Hedge Fund Activity: Q4 2020 in Review
24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2020, worth a combined $118M — up 38% from $85.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FCTR positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Soltis Investment Advisors, adding an estimated $9.68M. The largest seller was Jane Street, cutting an estimated $1.24M.
- 24 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $118M of First Trust Lunt US Factor Rotation ETF stock for Q4 2020, up 38% quarter-over-quarter.
- 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2020 was Soltis Investment Advisors, an estimated $9.68M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2020 was Jane Street, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2020.