First Trust Lunt US Factor Rotation ETF
FCTR
53 hedge funds and large institutions have $249M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 4 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 4
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
52% more capital invested
Capital invested by funds: $164M → $249M (+$85.4M)
47% more funds holding
Funds holding: 36 → 53 (+17)
5.22% more ownership
Funds ownership: 79.57% → 84.79% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$11.4M |
| 2 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
+$11.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.82M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$6.37M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.81M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.02M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$141K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$113K |
| 5 |
Jane Street
New York
|
-$62.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
51
First Horizon Advisors
Memphis,
Tennessee
| $3K | +$3.25K | +95 | New |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $2K | +$2.4K | +70 | New |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.81M | -85,516 | Closed |
|
|
WAP
54
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$141K | -4,283 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$48K | -1,462 | Closed |
|
|
AIC
56
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$10.6K | -321 | Closed |
|
|
DAC
57
Dividend Assets Capital
Ridgeland,
South Carolina
| – | +$103 | +3 | New |
|
FCTR Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2021, worth a combined $249M — up 52% from $164M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FCTR positions and 4 closed out — a net gain of 17 holders — while 22 added to existing stakes and 4 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $11.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.81M sold.
- 53 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2021, up from 36 in Q1 2021.
- Funds reported $249M of First Trust Lunt US Factor Rotation ETF stock for Q2 2021, up 52% quarter-over-quarter.
- 21 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2021 and 4 closed out, a net change of +17 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2021 was Atria Investments, an estimated $11.4M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2021 was Susquehanna International Group, an estimated $2.81M sold.
Based on aggregated 13F filings for Q2 2021.