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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

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
1
Morgan Stanley
New York
$55.5M
2
LPL Financial
2
LPL Financial
California
$50.2M
3
Mariner
3
Mariner
Kansas
$9.45M
4
WGCA
4
Wolf Group Capital Advisors
Virginia
$8.1M
5
AWM
5
AE Wealth Management
Kansas
$7.37M

Top Sellers

1
SAM
1
Secure Asset Management
Michigan
$0
2
GWM
2
Geneos Wealth Management
Colorado
$31.6M
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
AI
4
Atria Investments
North Carolina
$10.1M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$4.33M 121,783 +121,783 New
AWA
27
ARQ Wealth Advisors
Arizona
$3.96M 111,507 -12,195 -10%
PMG
28
ProVise Management Group
Florida
$3.58M 100,698 -15,149 -13%
SPIA
29
Steward Partners Investment Advisory
New York
$2.79M 78,474 +11,641 +17%
CAM
30
Cozad Asset Management
Illinois
$2.51M 70,655 +54,595 +340%
SWM
31
SFG Wealth Management
Maryland
$2.39M 67,231 +67,231 New
OIA
32
OneDigital Investment Advisors
Kansas
$2.15M 60,431 -371 -0.6%
SWP
33
Stratos Wealth Partners
Ohio
$2.12M 59,582 +46,459 +354%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.06M 57,933 +19,863 +52%
PWM
35
PRW Wealth Management
Massachusetts
$1.98M 55,631 -5,690 -9%
IP
36
Ignite Planners
California
$1.69M 52,211 +52,211 New
OMC
37
Old Mission Capital
Illinois
$1.56M 43,746 +43,746 New
EH
38
Equitable Holdings
New York
$1.42M 40,041 +335 +0.8%
Citadel Advisors
39
Citadel Advisors
Florida
$1.42M 39,966 +39,966 New
AWA
40
Arkadios Wealth Advisors
Georgia
$1.31M 36,983 -16,907 -31%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.22M 34,392 +34,392 New
CFD
42
Creative Financial Designs
Indiana
$1.21M 34,025 +623 +2%
SWM
43
Spire Wealth Management
Virginia
$1.2M 33,792 +33,664 +26,300%
NA
44
NewEdge Advisors
Louisiana
$1.2M 33,729 +33,729 New
TA
45
TrueWealth Advisors
Alabama
$1.17M 33,040 -5,497 -14%
RJA
46
Raymond James & Associates
Florida
$1.14M 31,995 +16,115 +101%
DWA
47
Divergent Wealth Advisors
Utah
$991K 27,875 +27,875 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$948K 26,674 +26,674 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$876K 24,662 -6,589 -21%
BCI
50
Brinker Capital Investments
Pennsylvania
$864K 24,320 -4,318 -15%
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