First Trust Lunt US Factor Rotation ETF
FCTR
27 hedge funds and large institutions have $40M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 4 closing their positions.
2.61% more ownership
Funds ownership: 72.17% → 74.78% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 29 → 27 (-2)
8% less capital invested
Capital invested by funds: $43.6M → $40M (-$3.53M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$219K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$214K |
| 3 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
+$204K |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$107K |
| 5 |
Goldman Sachs
New York
|
+$36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 2 |
Jane Street
New York
|
-$606K |
| 3 |
LCM
Lunt Capital Management
Holladay,
Utah
|
-$575K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$498K |
| 5 |
LPL Financial
San Diego,
California
|
-$385K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $6.84K | – | – | – |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5.21K | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$1.25M | -35,105 | Closed |
|
29
Raymond James Financial
St Petersburg,
Florida
| – | -$235K | -6,624 | Closed |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| – | -$5.86K | -165 | Closed |
|
|
VCM
31
Versant Capital Management
Phoenix,
Arizona
| – | -$4.51K | -127 | Closed |
|
FCTR Hedge Fund Activity: Q4 2025 in Review
27 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2025, worth a combined $40M — down 8.1% from $43.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FCTR and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 4 added.
The largest buyer was Farther Finance Advisors, adding an estimated $219K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.
- 27 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2025, down from 29 in Q3 2025.
- Funds reported $40M of First Trust Lunt US Factor Rotation ETF stock for Q4 2025, down 8.1% quarter-over-quarter.
- 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2025 was Farther Finance Advisors, an estimated $219K added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2025.