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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

96 hedge funds and large institutions have $534M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+26
Holders Change %
+37.14%
% of All Funds
1.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
44
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
LPL Financial
2
LPL Financial
California
$50.2M
3
Mariner
3
Mariner
Kansas
$9.45M
4
WGCA
4
Wolf Group Capital Advisors
Virginia
$8.1M
5
AWM
5
AE Wealth Management
Kansas
$7.37M

Top Sellers

1
SAM
1
Secure Asset Management
Michigan
$0
2
GWM
2
Geneos Wealth Management
Colorado
$31.6M
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
AI
4
Atria Investments
North Carolina
$10.1M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CP
51
Camelot Portfolios
Ohio
$858K 24,130 +2,548 +12%
OPS
52
Orion Portfolio Solutions
Nebraska
$789K 22,195 +22,195 New
OC
53
Oppenheimer & Co
New York
$785K 22,096 +12,053 +120%
DADC
54
D.A. Davidson & Co
Montana
$752K 21,162 +8,697 +70%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$677K 19,038 +10,503 +123%
PFS
56
Prospera Financial Services
Texas
$560K 15,742 +15,742 New
SFS
57
Sowell Financial Services
Arkansas
$559K 15,742 +4,134 +36%
SPI
58
Sutton Place Investors
New York
$533K 14,988 +14,988 New
CAN
59
Claraphi Advisory Network
United States
$471K 13,264 – –
PAG
60
Private Advisor Group
New Jersey
$456K 12,824 +1,790 +16%
CF
61
Centaurus Financial
California
$397K 11,166 +3,900 +54%
KOC
62
Koss-Olinger Consulting
Florida
$357K 10,052 +10,052 New
CWM
63
Cornerstone Wealth Management
Missouri
$325K 9,199 -4,675 -34%
KWM
64
Kingsview Wealth Management
Oregon
$318K 8,946 +8,946 New
NWMG
65
National Wealth Management Group
Ohio
$294K 8,264 +8,264 New
LNC
66
Lincoln National Corp
Pennsylvania
$286K 8,057 +5 +0.1%
WCM
67
WealthBridge Capital Management
Ohio
$263K 7,402 +902 +14%
FHA
68
Flagship Harbor Advisors
Massachusetts
$256K 7,208 +8 +0.1%
WSC
69
Wellington Shields & Co
New York
$256K 7,205 +1,048 +17%
RIA
70
Regal Investment Advisors
Michigan
$248K 6,967 +6,967 New
SB
71
Strategic Blueprint
Georgia
$239K 6,724 +6,724 New
BFA
72
Beacon Financial Advisory
Ohio
$234K 6,575 +6,575 New
PGWM
73
Pitti Group Wealth Management
New York
$231K 6,493 +6,493 New
IAP
74
Indie Asset Partners
Indiana
$219K 6,175 +250 +4%
WWM
75
Western Wealth Management
Colorado
$205K 5,714 +5,714 New
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3
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