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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

70 hedge funds and large institutions have $401M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
23
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
TWM
2
TMD Wealth Management
Arizona
$29.6M
3
GVAG
3
Great Valley Advisor Group
Delaware
$23M
4
LPL Financial
4
LPL Financial
California
$27.9M
5
Truist Financial
5
Truist Financial
North Carolina
$12.8M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$472K
3
Bank of America
3
Bank of America
North Carolina
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$274K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$290K 8,535 +8,535 New
LNC
52
Lincoln National Corp
Pennsylvania
$274K 8,052 -14,146 -64%
FHA
53
Flagship Harbor Advisors
Massachusetts
$250K 7,200 – –
CF
54
Centaurus Financial
California
$247K 7,266 – –
WCM
55
WealthBridge Capital Management
Ohio
$221K 6,500 +6,500 New
HF
56
HRT Financial
New York
$211K 6,207 +6,207 New
WSC
57
Wellington Shields & Co
New York
$209K 6,157 +265 +4%
IAP
58
Indie Asset Partners
Indiana
$202K 5,925 +5,925 New
ZB
59
Zions Bancorporation
Utah
$103K 3,016 – –
APA
60
American Portfolios Advisors
New York
$102K 3,013 +1,366 +83%
CA
61
Clearstead Advisors
Ohio
$57K 1,690 +700 +71%
IA
62
IFP Advisors
Florida
$36K 856 +856 New
MAM
63
Meeder Asset Management
Ohio
$33K 968 – –
MWM
64
Mascoma Wealth Management
New Hampshire
$24K 715 +715 New
SFPG
65
Stonebridge Financial Planning Group
Florida
$18K 500 – –
CFGS
66
Concourse Financial Group Securities
Alabama
$14K 423 +423 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$7K 203 +203 New
SWM
68
Spire Wealth Management
Virginia
$4K 128 -26 -17%
FHA
69
First Horizon Advisors
Tennessee
$3K 110 +15 +16%
NFG
70
Next Financial Group
Texas
$2K 70 – –
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
– – -295,652 Closed
Bank of America
72
Bank of America
North Carolina
– – -73,359 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -2,227 Closed
TI
74
tru Independence
Oregon
– – -1,520 Closed
SL
75
Savior LLC
Massachusetts
– – -145 Closed
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