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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

74 hedge funds and large institutions have $197M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
14
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$5.83M
2
EH
2
Equitable Holdings
New York
$2.25M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.64M
4
GWM
4
Geneos Wealth Management
Colorado
$14.7M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.12M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.27M
2
LPL Financial
2
LPL Financial
California
$34.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.55M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.04M
5
AGA
5
Accuvest Global Advisors
Utah
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
51
Centaurus Financial
California
$283K 10,140 -2,575 -20%
IAS
52
Insigneo Advisory Services
Florida
$241K 8,638 +8,638 New
SB
53
Strategic Blueprint
Georgia
$232K 8,327 -1,197 -13%
KWM
54
Kingsview Wealth Management
Oregon
$220K 7,893 -744 -9%
AWM
55
AE Wealth Management
Kansas
$214K 7,673 -7,743 -50%
LFAS
56
Level Four Advisory Services
Texas
$209K 7,492 +7,492 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$208K 7,461 +624 +9%
UBS Group
58
UBS Group
Switzerland
$200K 7,153 -3,504 -33%
IA
59
IFP Advisors
Florida
$117K 5,350 -1,510 -22%
SPIA
60
Steward Partners Investment Advisory
New York
$105K 3,755 -5,593 -60%
Bank of America
61
Bank of America
North Carolina
$92.7K 3,322 – –
CAL
62
Capital Analysts LLC
Pennsylvania
$78K 2,803 +527 +23%
CIAS
63
Capital Investment Advisory Services
North Carolina
$64.4K 2,307 +899 +64%
EWM
64
EPG Wealth Management
Georgia
$52.4K 1,879 – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$43K 1,537 +1,537 New
CFD
66
Creative Financial Designs
Indiana
$23.6K 845 – –
Wells Fargo
67
Wells Fargo
California
$13.3K 476 +476 New
MWM
68
Mascoma Wealth Management
New Hampshire
$11.9K 425 – –
ACP
69
Arcus Capital Partners
Georgia
$4.74K 170 +170 New
CFGS
70
Concourse Financial Group Securities
Alabama
$2.96K 106 – –
USCWA
71
U.S. Capital Wealth Advisors
Texas
$2.09K 75 +75 New
IF
72
Integrity Financial
Wyoming
$753 27 – –
NA
73
NewEdge Advisors
Louisiana
$647 23,192 -8,492 -27%
PAG
74
Private Advisor Group
New Jersey
$295 10,571 +324 +3%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
– – -62,081 Closed
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