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First Trust Lunt US Factor Rotation ETF
FCTR

36 hedge funds and large institutions have $164M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

50% more funds holding

Funds holding: 24 → 36 (+12)

39% more capital invested

Capital invested by funds: $118M → $164M (+$46.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8.01% less ownership

Funds ownership: 87.58% → 79.57% (-8%)

Holders
36
Holders Change
+12
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$36.5M
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$4.36M
3
PA
PSI Advisors
Florida
+$3.76M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.98M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$9.23M
2
SS
Simplicity Solutions
Minnesota
-$8.67M
3
SIA
Soltis Investment Advisors
Utah
-$7.31M
4
KAS
Kestra Advisory Services
Texas
-$3.19M
5
GWM
Geneos Wealth Management
Colorado
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$200K +$27.2K +846 +16%
HI
27
Harbour Investments
Wisconsin
$167K +$163K +5,071 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$141K +$138K +4,283 New
ZB
29
Zions Bancorporation
Utah
$99K +$97.1K +3,016 New
APA
30
American Portfolios Advisors
New York
$54.1K +$97 +3 +0.2%
UBS Group
31
UBS Group
Switzerland
$48K -$20.5K -638 -30%
CA
32
Clearstead Advisors
Ohio
$33K +$31.9K +990 New
MAM
33
Meeder Asset Management
Ohio
$32K +$31.2K +968 New
SFPG
34
Stonebridge Financial Planning Group
Florida
$17K – – –
AIC
35
Ameritas Investment Company
Nebraska
$10.6K +$10.3K +321 New
WAS
36
Wealth Advisory Solutions
Indiana
$1K -$75.2K -2,336 -10%
AWM
37
AE Wealth Management
Kansas
– -$9.23M -312,977 Closed
SS
38
Simplicity Solutions
Minnesota
– -$8.67M -293,973 Closed
KAS
39
Kestra Advisory Services
Texas
– -$3.19M -107,245 Closed
1
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FCTR Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2021, worth a combined $164M — up 39% from $118M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FCTR positions and 3 closed out — a net gain of 12 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $36.5M. The largest seller was AE Wealth Management, exiting entirely with an estimated $9.23M sold.

  • 36 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $164M of First Trust Lunt US Factor Rotation ETF stock for Q1 2021, up 39% quarter-over-quarter.
  • 15 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2021 and 3 closed out, a net change of +12 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2021 was Osaic Holdings, an estimated $36.5M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2021 was AE Wealth Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2021.