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First Trust Lunt US Factor Rotation ETF

72 hedge funds and large institutions have $235M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
28
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LAM
51
LifePro Asset Management
California
$283K 10,810 -3 -0%
UBS Group
52
UBS Group
Switzerland
$279K 10,657 +10,647 +106,470%
PAG
53
Private Advisor Group
New Jersey
$268K 10,247 +99 +1%
PGWM
54
Pitti Group Wealth Management
New York
$259K 9,887 +1,043 +12%
SB
55
Strategic Blueprint
Georgia
$249K 9,524 -1,266 -12%
SPIA
56
Steward Partners Investment Advisory
New York
$245K 9,348 -38,885 -81%
Mariner
57
Mariner
Kansas
$237K 9,065 -47,736 -84%
KWM
58
Kingsview Wealth Management
Oregon
$226K 8,637 -2,172 -20%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$179K 6,837 +613 +10%
IA
60
IFP Advisors
Florida
$149K 6,860 +4 +0.1%
APA
61
American Portfolios Advisors
New York
$96.4K 3,686 -88 -2%
Bank of America
62
Bank of America
North Carolina
$87K 3,322
CAL
63
Capital Analysts LLC
Pennsylvania
$60K 2,276
EWM
64
EPG Wealth Management
Georgia
$49K 1,879 +1,879 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$37K 1,408 +80 +6%
CFD
66
Creative Financial Designs
Indiana
$22K 845
VCM
67
Vigilant Capital Management
Maine
$18K 684 +684 New
MWM
68
Mascoma Wealth Management
New Hampshire
$11K 425 -35 -8%
CFGS
69
Concourse Financial Group Securities
Alabama
$3K 106
IF
70
Integrity Financial
Wyoming
$1K 27
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$6 200 +200 New
TWM
72
TMD Wealth Management
Arizona
-400,104 Closed
AI
73
Atria Investments
North Carolina
-77,945 Closed
OMC
74
Old Mission Capital
Illinois
-51,895 Closed
SWP
75
Stratos Wealth Partners
Ohio
-45,680 Closed