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.
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)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$23.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.8M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$9.38M |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$8.04M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.32M |
Top Sellers
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$2.8M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.4M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.33M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.24M |
| 5 |
Jane Street
New York
|
-$1.16M |
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.