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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

56 hedge funds and large institutions have $156M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 20 closing their positions.

Holders
56
Holders Change
-18
Holders Change %
-24.32%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
16
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$16.1M
2
SOS
2
Silver Oak Securities
Tennessee
$1.38M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.42M
4
AWA
4
ARQ Wealth Advisors
Arizona
$5.26M
5
AAS
5
Ameritas Advisory Services
Nebraska
$1.83M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.41M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$3.74M
3
SIA
3
Soltis Investment Advisors
Utah
$34.5M
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$10.4M
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$775K 28,258 -8,517 -23%
KOC
27
Koss-Olinger Consulting
Florida
$671K 24,458 -450 -2%
IGWM
28
ICA Group Wealth Management
Colorado
$458K 16,689 +2 +0%
EA
29
Ergawealth Advisors
Illinois
$428K 15,614 -20,298 -57%
VWA
30
Visionary Wealth Advisors
Illinois
$398K 14,498 – –
NA
31
NewEdge Advisors
Louisiana
$398K 14,497 -8,695 -37%
PGWM
32
Pitti Group Wealth Management
New York
$396K 14,414 +663 +5%
WAS
33
Wealth Advisory Solutions
Indiana
$375K 13,668 -2,582 -16%
CAN
34
Cetera Advisor Networks
California
$333K 12,118 -273 -2%
GM
35
GeoWealth Management
Illinois
$318K 11,590 +420 +4%
LAM
36
LifePro Asset Management
California
$299K 10,721 – –
SWM
37
Spire Wealth Management
Virginia
$296K 10,789 +10,789 New
PAG
38
Private Advisor Group
New Jersey
$295K 10,749 +178 +2%
LFAS
39
Level Four Advisory Services
Texas
$230K 8,392 +900 +12%
SB
40
Strategic Blueprint
Georgia
$229K 8,328 +1 +0%
IAS
41
Insigneo Advisory Services
Florida
$224K 8,162 -476 -6%
CF
42
Centaurus Financial
California
$214K 7,797 -2,343 -23%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$205K 7,461 – –
MSAM
44
Moloney Securities Asset Management
Missouri
$204K 7,431 +7,431 New
SPIA
45
Steward Partners Investment Advisory
New York
$83.4K 3,041 -714 -19%
UBS Group
46
UBS Group
Switzerland
$69K 2,514 -4,639 -65%
CIAS
47
Capital Investment Advisory Services
North Carolina
$63.4K 2,309 +2 +0.1%
CAL
48
Capital Analysts LLC
Pennsylvania
$62K 2,276 -527 -19%
EWM
49
EPG Wealth Management
Georgia
$51.6K 1,879 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$42.1K 1,536 -1 -0.1%
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