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First Trust Lunt US Factor Rotation ETF
FCTR

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.

New
Increased
Maintained
Reduced
Closed

3.44% more ownership

Funds ownership: 70.43% → 73.88% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $50.2M → $49M (-$1.21M)

5% less funds holding

Funds holding: 44 → 42 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.6%
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
Wolf Group Capital Advisors
Virginia
+$2.23M
2
SOS
Silver Oak Securities
Tennessee
+$1.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$836K
4
Citadel Advisors
Citadel Advisors
Florida
+$712K
5
LCM
Lunt Capital Management
Utah
+$347K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$2.38M
2
Morgan Stanley
Morgan Stanley
New York
-$2.14M
3
GS
GTS Securities
New York
-$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$783K
5
AAS
Ameritas Advisory Services
Nebraska
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$251K +$17.9K +592 +8%
HI
27
Harbour Investments
Wisconsin
$233K -$8.27K -274 -4%
AI
28
Atria Investments
North Carolina
$227K +$220K +7,302 New
SB
29
Strategic Blueprint
Georgia
$213K +$60 +2 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$212K -$202K -6,699 -50%
IAS
31
Insigneo Advisory Services
Florida
$209K -$42K -1,391 -17%
Osaic Holdings
32
Osaic Holdings
Arizona
$159K -$35.2K -1,166 -19%
CAM
33
Creekmur Asset Management
Illinois
$44.1K -$60 -2 -0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$41.6K -$5.28K -175 -12%
CFD
35
Creative Financial Designs
Indiana
$26.3K – – –
Wells Fargo
36
Wells Fargo
California
$17.9K -$63.9K -2,117 -79%
NA
37
NewEdge Advisors
Louisiana
$6.87K -$9.51K -315 -59%
IA
38
IFP Advisors
Florida
$5.13K – – –
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$4.68K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$3.73K – – –
GRP
41
Global Retirement Partners
California
$3.16K -$6.46K -214 -68%
UBS Group
42
UBS Group
Switzerland
$2.77K -$3.71K -123 -58%
GS
43
GTS Securities
New York
– -$1.11M -35,685 Closed
AAS
44
Ameritas Advisory Services
Nebraska
– -$246K -7,937 Closed
IAIM
45
International Assets Investment Management
Florida
– -$150K -4,850 Closed
CP
46
Camelot Portfolios
Ohio
– -$97.4K -3,141 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$589 -19 Closed
1
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FCTR Hedge Fund Activity: Q3 2024 in Review

42 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2024, worth a combined $49M — down 2.4% from $50.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCTR and 4 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 11 added.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $2.23M. The largest seller was Soltis Investment Advisors, cutting an estimated $2.38M.

  • 42 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $49M of First Trust Lunt US Factor Rotation ETF stock for Q3 2024, down 2.4% quarter-over-quarter.
  • 4 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2024 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2024 was Wolf Group Capital Advisors, an estimated $2.23M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q3 2024 was Soltis Investment Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2024.