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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

44 hedge funds and large institutions have $50.2M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
11
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.45M
2
Jane Street
2
Jane Street
New York
$930K
3
BFA
3
Beacon Financial Advisory
Ohio
$283K
4
LCM
4
Lunt Capital Management
Utah
$8.96M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$419K

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$338K
4
GAA
4
Global Assets Advisory
Florida
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$241K 7,776 -1,745 -18%
Stifel Financial
27
Stifel Financial
Missouri
$232K 7,470 +156 +2%
IAS
28
Insigneo Advisory Services
Florida
$227K 8,127 +9 +0.1%
SB
29
Strategic Blueprint
Georgia
$213K 6,856 – –
Osaic Holdings
30
Osaic Holdings
Arizona
$195K 6,294 – –
IAIM
31
International Assets Investment Management
Florida
$150K 4,850 +4,850 New
CP
32
Camelot Portfolios
Ohio
$97.4K 3,141 +3,141 New
Wells Fargo
33
Wells Fargo
California
$83.5K 2,691 +2,511 +1,395%
SPIA
34
Steward Partners Investment Advisory
New York
$46.9K 1,512 -599 -28%
CAM
35
Creekmur Asset Management
Illinois
$44.1K 1,420 -100 -7%
CFD
36
Creative Financial Designs
Indiana
$26.2K 845 – –
IGWM
37
ICA Group Wealth Management
Colorado
$17.1K 550 -3,797 -87%
NA
38
NewEdge Advisors
Louisiana
$16.6K 536 -189 -26%
GRP
39
Global Retirement Partners
California
$9.82K 316 -71 -18%
UBS Group
40
UBS Group
Switzerland
$6.58K 212 +212 New
IA
41
IFP Advisors
Florida
$5.12K 165 – –
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$4.53K 146 – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.72K 120 – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$589 19 +19 New
WGCA
45
Wolf Group Capital Advisors
Virginia
– – -73,826 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -24,131 Closed
GAA
47
Global Assets Advisory
Florida
– – -15,485 Closed
KWM
48
Kingsview Wealth Management
Oregon
– – -7,034 Closed
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
– – -301 Closed
EWM
50
EPG Wealth Management
Georgia
– – -197 Closed
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2
3