First Trust Lunt US Factor Rotation ETF
FCTR
78 hedge funds and large institutions have $285M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 16 closing their positions.
11% less funds holding
Funds holding: 88 → 78 (-10)
14.5% less ownership
Funds ownership: 73.39% → 58.88% (-15%)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
33% less capital invested
Capital invested by funds: $428M → $285M (-$142M)
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.88M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$4.29M |
| 3 |
Goldman Sachs
New York
|
+$1.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$949K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$27.6M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$14M |
| 3 |
Morgan Stanley
New York
|
-$9.88M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$6.97M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$4.83M |
FCTR Hedge Fund Activity: Q2 2022 in Review
78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2022, worth a combined $285M — down 33% from $428M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FCTR and 6 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 28 added.
The largest buyer was LPL Financial, adding an estimated $4.88M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $27.6M sold.
- 78 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2022, down from 88 in Q1 2022.
- Funds reported $285M of First Trust Lunt US Factor Rotation ETF stock for Q2 2022, down 33% quarter-over-quarter.
- 6 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2022 and 16 closed out, a net change of -10 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2022 was LPL Financial, an estimated $4.88M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2022 was Great Valley Advisor Group, an estimated $27.6M sold.
Based on aggregated 13F filings for Q2 2022.