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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

43 hedge funds and large institutions have $74.9M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
43
Holders Change
-12
Holders Change %
-21.82%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
8
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$2.81M
2
Ameriprise
2
Ameriprise
Minnesota
$1.38M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.45M
4
Goldman Sachs
4
Goldman Sachs
New York
$902K
5
LCM
5
Lunt Capital Management
Utah
$7.29M

Top Sellers

1
EIA
1
Eldridge Investment Advisors
New Hampshire
$0
2
GWM
2
Geneos Wealth Management
Colorado
$11.8M
3
SIA
3
Soltis Investment Advisors
Utah
$25.1M
4
WGCA
4
Wolf Group Capital Advisors
Virginia
$0
5
LPL Financial
5
LPL Financial
California
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
26
Wealth Advisory Solutions
Indiana
$291K 11,820 -1,460 -11%
KBC
27
Key Bridge Compliance
$291K 11,820 +11,820 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$284K 11,538 +1,658 +17%
FTUS
29
Flow Traders U.S.
New York
$282K 11,468 -2,514 -18%
NA
30
NewEdge Advisors
Louisiana
$245K 9,933 -500 -5%
Stifel Financial
31
Stifel Financial
Missouri
$244K 9,910 -8,106 -45%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$220K 8,922 -223 -2%
PAG
33
Private Advisor Group
New Jersey
$219K 8,884 -1,889 -18%
BAAM
34
Baker Avenue Asset Management
California
$73.2K 2,973 – –
SPIA
35
Steward Partners Investment Advisory
New York
$65.2K 2,646 -18 -0.7%
UBS Group
36
UBS Group
Switzerland
$63K 2,556 -707 -22%
SWM
37
Spire Wealth Management
Virginia
$38.9K 1,581 -298 -16%
CFD
38
Creative Financial Designs
Indiana
$20.8K 845 – –
CAL
39
Capital Analysts LLC
Pennsylvania
$16K 646 – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$7.41K 301 +301 New
IA
41
IFP Advisors
Florida
$5.1K 207 -225 -52%
CIAS
42
Capital Investment Advisory Services
North Carolina
$2.96K 120 -1,162 -91%
FFA
43
Farther Finance Advisors
California
$813 33 – –
EIA
44
Eldridge Investment Advisors
New Hampshire
– – -244,947 Closed
WGCA
45
Wolf Group Capital Advisors
Virginia
– – -73,405 Closed
KOC
46
Koss-Olinger Consulting
Florida
– – -24,458 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– – -24,419 Closed
SPI
48
Sutton Place Investors
New York
– – -16,465 Closed
CAN
49
Cetera Advisor Networks
California
– – -9,180 Closed
Truist Financial
50
Truist Financial
North Carolina
– – -9,140 Closed
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