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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

88 hedge funds and large institutions have $428M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
16
Increased
33
Reduced
31
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$12.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.2M
3
SW
3
SkyOak Wealth
Michigan
$8.29M
4
LPL Financial
4
LPL Financial
California
$52.4M
5
GVAG
5
Great Valley Advisor Group
Delaware
$27.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.5M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$7.33M
5
WGCA
5
Wolf Group Capital Advisors
Virginia
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$2.98M 90,866 -9,832 -10%
WGCA
27
Wolf Group Capital Advisors
Virginia
$2.79M 85,063 -142,836 -63%
SS
28
Simplicity Solutions
Minnesota
$2.25M 68,568 +68,568 New
OIA
29
OneDigital Investment Advisors
Kansas
$1.82M 55,483 -4,948 -8%
SPIA
30
Steward Partners Investment Advisory
New York
$1.6M 48,716 -29,758 -38%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.54M 47,067 +28,029 +147%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.53M 46,660 +12,268 +36%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.48M 45,314 +18,640 +70%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.38M 42,189 +17,869 +73%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.38M 42,189 +19,994 +90%
CAM
36
Cozad Asset Management
Illinois
$1.38M 42,020 -28,635 -41%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.32M 40,280 -17,653 -30%
SWP
38
Stratos Wealth Partners
Ohio
$1.28M 39,192 -20,390 -34%
IP
39
Ignite Planners
California
$1.21M 39,864 -12,347 -24%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.2M 36,597 +11,935 +48%
TA
41
TrueWealth Advisors
Alabama
$1.17M 33,040 – –
CFD
42
Creative Financial Designs
Indiana
$1.14M 34,920 +895 +3%
NA
43
NewEdge Advisors
Louisiana
$1.12M 34,084 +355 +1%
AAS
44
Ameritas Advisory Services
Nebraska
$1.11M 33,939 +33,939 New
Goldman Sachs
45
Goldman Sachs
New York
$1.09M 33,385 +33,385 New
MCC
46
Money Concepts Capital
Florida
$1.07M 32,574 +32,574 New
RJA
47
Raymond James & Associates
Florida
$922K 28,139 -3,856 -12%
Citadel Advisors
48
Citadel Advisors
Florida
$851K 25,977 -13,989 -35%
SPI
49
Sutton Place Investors
New York
$796K 26,328 +11,340 +76%
AWA
50
Arkadios Wealth Advisors
Georgia
$793K 24,209 -12,774 -35%
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