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First Trust Lunt US Factor Rotation ETF
FCTR

96 hedge funds and large institutions have $534M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

37% more funds holding

Funds holding: 70 → 96 (+26)

33% more capital invested

Capital invested by funds: $401M → $534M (+$133M)

3.49% more ownership

Funds ownership: 80.93% → 84.41% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
96
Holders Change
+26
Holders Change %
+37.14%
% of All Funds
1.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
44
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.5M
2
LPL Financial
LPL Financial
California
+$20.8M
3
Mariner
Mariner
Kansas
+$9.38M
4
WGCA
Wolf Group Capital Advisors
Virginia
+$8.04M
5
AWM
AE Wealth Management
Kansas
+$7.32M

Top Sellers

1
SAM
Secure Asset Management
Michigan
-$2.8M
2
GWM
Geneos Wealth Management
Colorado
-$2.4M
3
FEM
Fulcrum Equity Management
Texas
-$2.33M
4
AI
Atria Investments
North Carolina
-$2.24M
5
Jane Street
Jane Street
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$4.33M +$4.3M +121,783 New
AWA
27
ARQ Wealth Advisors
Arizona
$3.96M -$430K -12,195 -10%
PMG
28
ProVise Management Group
Florida
$3.58M -$535K -15,149 -13%
SPIA
29
Steward Partners Investment Advisory
New York
$2.79M +$411K +11,641 +17%
CAM
30
Cozad Asset Management
Illinois
$2.51M +$1.93M +54,595 +340%
SWM
31
SFG Wealth Management
Maryland
$2.39M +$2.37M +67,231 New
OIA
32
OneDigital Investment Advisors
Kansas
$2.15M -$13.1K -371 -0.6%
SWP
33
Stratos Wealth Partners
Ohio
$2.12M +$1.64M +46,459 +354%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.06M +$701K +19,863 +52%
PWM
35
PRW Wealth Management
Massachusetts
$1.98M -$201K -5,690 -9%
IP
36
Ignite Planners
California
$1.69M +$1.84M +52,211 New
OMC
37
Old Mission Capital
Illinois
$1.55M +$1.54M +43,746 New
EH
38
Equitable Holdings
New York
$1.42M +$11.8K +335 +0.8%
Citadel Advisors
39
Citadel Advisors
Florida
$1.42M +$1.41M +39,966 New
AWA
40
Arkadios Wealth Advisors
Georgia
$1.31M -$597K -16,907 -31%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.22M +$1.21M +34,392 New
CFD
42
Creative Financial Designs
Indiana
$1.21M +$22K +623 +2%
SWM
43
Spire Wealth Management
Virginia
$1.2M +$1.19M +33,664 +26,300%
NA
44
NewEdge Advisors
Louisiana
$1.2M +$1.19M +33,729 New
TA
45
TrueWealth Advisors
Alabama
$1.17M -$194K -5,497 -14%
RJA
46
Raymond James & Associates
Florida
$1.14M +$569K +16,115 +101%
DWA
47
Divergent Wealth Advisors
Utah
$991K +$984K +27,875 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$948K +$941K +26,674 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$876K -$233K -6,589 -21%
BCI
50
Brinker Capital Investments
Pennsylvania
$864K -$152K -4,318 -15%
1
2
3 4 5

FCTR Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2021, worth a combined $534M — up 33% from $401M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FCTR positions and 6 closed out — a net gain of 28 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Secure Asset Management, exiting entirely with an estimated $2.8M sold.

  • 96 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $534M of First Trust Lunt US Factor Rotation ETF stock for Q4 2021, up 33% quarter-over-quarter.
  • 34 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2021 was Morgan Stanley, an estimated $23.5M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2021 was Secure Asset Management, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2021.