First Trust Lunt US Factor Rotation ETF
FCTR
31 hedge funds and large institutions have $52.3M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 31 → 31 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
20% less capital invested
Capital invested by funds: $65.2M → $52.3M (-$12.9M)
21.97% less ownership
Funds ownership: 102.97% → 81.01% (-22%)
69% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$415K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$189K |
| 3 |
Morgan Stanley
New York
|
+$169K |
| 4 |
Goldman Sachs
New York
|
+$164K |
| 5 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$60.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$16.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.48M |
| 3 |
Jane Street
New York
|
-$376K |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$190K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $46K | +$43.2K | +1,354 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $6.51K | -$28.5K | -892 | -82% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $5.61K | – | – | – |
|
|
OSAM
29
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.96K | – | – | – |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3.4K | -$639 | -20 | -17% |
|
|
AAS
31
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.79K | +$2.62K | +82 | New |
|
|
32
Jane Street
New York
| – | -$376K | -12,166 | Closed |
|
|
CFD
33
Creative Financial Designs
Kokomo,
Indiana
| – | -$26.1K | -845 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$15.5K | -500 | Closed |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.55K | -50 | Closed |
|
FCTR Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2025, worth a combined $52.3M — down 20% from $65.2M a quarter earlier.
Fund positioning in FCTR was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 16 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $415K. The largest seller was Geneos Wealth Management, cutting an estimated $16.9M.
- 31 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $52.3M of First Trust Lunt US Factor Rotation ETF stock for Q2 2025, down 20% quarter-over-quarter.
- 4 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $415K added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q2 2025.