FCTR icon

First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

42 hedge funds and large institutions have $49M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
11
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$1.94M
2
SOS
2
Silver Oak Securities
Tennessee
$2.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$861K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
LCM
5
Lunt Capital Management
Utah
$9.34M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$5.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.26M
3
GS
3
GTS Securities
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$575K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$251K 8,062 +592 +8%
HI
27
Harbour Investments
Wisconsin
$233K 7,502 -274 -4%
AI
28
Atria Investments
North Carolina
$227K 7,302 +7,302 New
SB
29
Strategic Blueprint
Georgia
$213K 6,858 +2 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$212K 6,805 -6,699 -50%
IAS
31
Insigneo Advisory Services
Florida
$209K 6,736 -1,391 -17%
Osaic Holdings
32
Osaic Holdings
Arizona
$159K 5,128 -1,166 -19%
CAM
33
Creekmur Asset Management
Illinois
$44.1K 1,418 -2 -0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$41.6K 1,337 -175 -12%
CFD
35
Creative Financial Designs
Indiana
$26.3K 845 – –
Wells Fargo
36
Wells Fargo
California
$17.9K 574 -2,117 -79%
NA
37
NewEdge Advisors
Louisiana
$6.87K 221 -315 -59%
IA
38
IFP Advisors
Florida
$5.13K 165 – –
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$4.68K 146 – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$3.73K 120 – –
GRP
41
Global Retirement Partners
California
$3.16K 102 -214 -68%
UBS Group
42
UBS Group
Switzerland
$2.77K 89 -123 -58%
GS
43
GTS Securities
New York
– – -35,685 Closed
AAS
44
Ameritas Advisory Services
Nebraska
– – -7,937 Closed
IAIM
45
International Assets Investment Management
Florida
– – -4,850 Closed
CP
46
Camelot Portfolios
Ohio
– – -3,141 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -19 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2