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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

70 hedge funds and large institutions have $401M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
23
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
TWM
2
TMD Wealth Management
Arizona
$29.6M
3
GVAG
3
Great Valley Advisor Group
Delaware
$23M
4
LPL Financial
4
LPL Financial
California
$27.9M
5
Truist Financial
5
Truist Financial
North Carolina
$12.8M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$472K
3
Bank of America
3
Bank of America
North Carolina
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$274K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
FEM
26
Fulcrum Equity Management
Texas
$2.33M 68,440 -248 -0.4%
SPIA
27
Steward Partners Investment Advisory
New York
$2.27M 66,833 +2,113 +3%
OIA
28
OneDigital Investment Advisors
Kansas
$2.07M 60,802 +15,263 +34%
PWM
29
PRW Wealth Management
Massachusetts
$2.07M 61,321 +61,321 New
AWA
30
Arkadios Wealth Advisors
Georgia
$1.83M 53,890 -9,448 -15%
EH
31
Equitable Holdings
New York
$1.35M 39,706 +740 +2%
TA
32
TrueWealth Advisors
Alabama
$1.31M 38,537 +38,537 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.3M 38,070 +23,039 +153%
HI
34
Harbour Investments
Wisconsin
$1.29M 37,974 +29,493 +348%
Jane Street
35
Jane Street
New York
$1.16M 34,083 +26,837 +370%
CFD
36
Creative Financial Designs
Indiana
$1.14M 33,402 +3,061 +10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.06M 31,251 +31,251 New
BCI
38
Brinker Capital Investments
Pennsylvania
$974K 28,638 +6,443 +29%
TC
39
TownSquare Capital
Utah
$947K 27,856 +27,856 New
CP
40
Camelot Portfolios
Ohio
$734K 21,582 -3,234 -13%
WAS
41
Wealth Advisory Solutions
Indiana
$661K 19,424 -1,087 -5%
CAM
42
Cozad Asset Management
Illinois
$547K 16,060 +16,060 New
RJA
43
Raymond James & Associates
Florida
$540K 15,880 +15,880 New
CWM
44
Cornerstone Wealth Management
Missouri
$472K 13,874 -112,477 -89%
CAN
45
Claraphi Advisory Network
United States
$451K 13,264 +7,315 +123%
SWP
46
Stratos Wealth Partners
Ohio
$446K 13,123 -5,982 -31%
DADC
47
D.A. Davidson & Co
Montana
$424K 12,465 +4,975 +66%
SFS
48
Sowell Financial Services
Arkansas
$395K 11,608 +11,608 New
PAG
49
Private Advisor Group
New Jersey
$375K 11,034 +1,099 +11%
OC
50
Oppenheimer & Co
New York
$342K 10,043 +10,043 New
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