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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

36 hedge funds and large institutions have $54.8M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
6
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
LPL Financial
2
LPL Financial
California
$6.41M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.58M
4
LCM
4
Lunt Capital Management
Utah
$10.4M
5
UAG
5
United Advisor Group
Ohio
$237K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$484K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BFA
4
Beacon Financial Advisory
Ohio
$0
5
BBW
5
Blue Barn Wealth
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSWA
26
Marshall & Sterling Wealth Advisors
New York
$144K 4,383 +4,383 New
Osaic Holdings
27
Osaic Holdings
Arizona
$90.3K 2,742 -2,386 -47%
CAM
28
Creekmur Asset Management
Illinois
$46.5K 1,412 -6 -0.4%
SPIA
29
Steward Partners Investment Advisory
New York
$35.7K 1,084 -253 -19%
CFD
30
Creative Financial Designs
Indiana
$27.8K 845 – –
IA
31
IFP Advisors
Florida
$5.44K 165 – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$4.81K 146 – –
CIAS
33
Capital Investment Advisory Services
North Carolina
$3.95K 120 – –
GRP
34
Global Retirement Partners
California
$3.36K 102 – –
UBS Group
35
UBS Group
Switzerland
$2.08K 63 -26 -29%
NA
36
NewEdge Advisors
Louisiana
$1.65K 50 -171 -77%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
– – -25,868 Closed
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
– – -9,180 Closed
BFA
39
Beacon Financial Advisory
Ohio
– – -9,125 Closed
BBW
40
Blue Barn Wealth
Utah
– – -8,867 Closed
SB
41
Strategic Blueprint
Georgia
– – -6,858 Closed
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– – -6,805 Closed
IAS
43
Insigneo Advisory Services
Florida
– – -6,736 Closed
Wells Fargo
44
Wells Fargo
California
– – -574 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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