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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

46 hedge funds and large institutions have $53.5M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
5
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$638K
2
GAA
2
Global Assets Advisory
Florida
$500K
3
WAS
3
Wealth Advisory Solutions
Indiana
$356K
4
KWM
4
Kingsview Wealth Management
Oregon
$219K
5
SB
5
Strategic Blueprint
Georgia
$213K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64M
2
GWM
2
Geneos Wealth Management
Colorado
$12.6M
3
SOS
3
Silver Oak Securities
Tennessee
$410K
4
Citadel Advisors
4
Citadel Advisors
Florida
$713K
5
SIA
5
Soltis Investment Advisors
Utah
$8.74M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$296K 9,521 -19,424 -67%
CWA
27
Clarus Wealth Advisors
Arizona
$286K 9,427 -3,995 -30%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$255K 8,196 +32 +0.4%
IAS
29
Insigneo Advisory Services
Florida
$252K 8,118 -4,123 -34%
Stifel Financial
30
Stifel Financial
Missouri
$227K 7,314 +43 +0.6%
KWM
31
Kingsview Wealth Management
Oregon
$219K 7,034 +7,034 New
SB
32
Strategic Blueprint
Georgia
$213K 6,856 +6,856 New
Osaic Holdings
33
Osaic Holdings
Arizona
$196K 6,294 -5,716 -48%
IGWM
34
ICA Group Wealth Management
Colorado
$135K 4,347 -9,996 -70%
SPIA
35
Steward Partners Investment Advisory
New York
$65.6K 2,111 -16 -0.8%
CAM
36
Creekmur Asset Management
Illinois
$47.2K 1,520 -69 -4%
CFD
37
Creative Financial Designs
Indiana
$26.3K 845 – –
NA
38
NewEdge Advisors
Louisiana
$22.5K 725 -7,105 -91%
GRP
39
Global Retirement Partners
California
$12K 387 +71 +22%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$9.35K 301 – –
EWM
41
EPG Wealth Management
Georgia
$6.12K 197 +197 New
Wells Fargo
42
Wells Fargo
California
$5.59K 180 +180 New
IA
43
IFP Advisors
Florida
$5.13K 165 – –
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$4.54K 146 +146 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$3.73K 120 – –
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$1.8K 58 – –
VWA
47
Visionary Wealth Advisors
Illinois
– – -13,055 Closed
PAG
48
Private Advisor Group
New Jersey
– – -7,695 Closed
UBS Group
49
UBS Group
Switzerland
– – -916 Closed
SWM
50
Spire Wealth Management
Virginia
– – -102 Closed
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2
3