We are live on ! Find out more
FCTR icon

First Trust Lunt US Factor Rotation ETF
FCTR

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.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

37% more funds holding

Funds holding: 70 → 96 (+26)

33% more capital invested

Capital invested by funds: $401M → $534M (+$133M)

3.49% more ownership

Funds ownership: 80.93% → 84.41% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

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
Morgan Stanley
New York
+$23.5M
2
LPL Financial
LPL Financial
California
+$20.8M
3
Mariner
Mariner
Kansas
+$9.38M
4
WGCA
Wolf Group Capital Advisors
Virginia
+$8.04M
5
AWM
AE Wealth Management
Kansas
+$7.32M

Top Sellers

1
SAM
Secure Asset Management
Michigan
-$2.8M
2
GWM
Geneos Wealth Management
Colorado
-$2.4M
3
FEM
Fulcrum Equity Management
Texas
-$2.33M
4
AI
Atria Investments
North Carolina
-$2.24M
5
Jane Street
Jane Street
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
51
Camelot Portfolios
Ohio
$858K +$89.9K +2,548 +12%
OPS
52
Orion Portfolio Solutions
Nebraska
$789K +$783K +22,195 New
OC
53
Oppenheimer & Co
New York
$785K +$425K +12,053 +120%
DADC
54
D.A. Davidson & Co
Montana
$752K +$307K +8,697 +70%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$677K +$371K +10,503 +123%
PFS
56
Prospera Financial Services
Texas
$560K +$556K +15,742 New
SFS
57
Sowell Financial Services
Arkansas
$559K +$146K +4,134 +36%
SPI
58
Sutton Place Investors
New York
$533K +$529K +14,988 New
CAN
59
Claraphi Advisory Network
United States
$471K – – –
PAG
60
Private Advisor Group
New Jersey
$456K +$63.2K +1,790 +16%
CF
61
Centaurus Financial
California
$397K +$138K +3,900 +54%
KOC
62
Koss-Olinger Consulting
Florida
$357K +$355K +10,052 New
CWM
63
Cornerstone Wealth Management
Missouri
$325K -$165K -4,675 -34%
KWM
64
Kingsview Wealth Management
Oregon
$318K +$316K +8,946 New
NWMG
65
National Wealth Management Group
Ohio
$294K +$292K +8,264 New
LNC
66
Lincoln National Corp
Pennsylvania
$286K +$176 +5 +0.1%
WCM
67
WealthBridge Capital Management
Ohio
$263K +$31.8K +902 +14%
FHA
68
Flagship Harbor Advisors
Massachusetts
$256K +$282 +8 +0.1%
WSC
69
Wellington Shields & Co
New York
$256K +$37K +1,048 +17%
RIA
70
Regal Investment Advisors
Michigan
$248K +$246K +6,967 New
SB
71
Strategic Blueprint
Georgia
$239K +$237K +6,724 New
BFA
72
Beacon Financial Advisory
Ohio
$234K +$232K +6,575 New
PGWM
73
Pitti Group Wealth Management
New York
$231K +$229K +6,493 New
IAP
74
Indie Asset Partners
Indiana
$219K +$8.82K +250 +4%
WWM
75
Western Wealth Management
Colorado
$205K +$202K +5,714 New
1 2
3
4 5

FCTR Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2021, worth a combined $534M — up 33% from $401M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FCTR positions and 6 closed out — a net gain of 28 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Secure Asset Management, exiting entirely with an estimated $2.8M sold.

  • 96 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $534M of First Trust Lunt US Factor Rotation ETF stock for Q4 2021, up 33% quarter-over-quarter.
  • 34 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2021 was Morgan Stanley, an estimated $23.5M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2021 was Secure Asset Management, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2021.