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First Trust Lunt US Factor Rotation ETF

88 hedge funds and large institutions have $428M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
16
Increased
33
Reduced
31
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
76
Bank of America
North Carolina
$109K 3,322
ZB
77
Zions Bancorporation
Utah
$83K 2,539 -477 -16%
CAL
78
Capital Analysts LLC
Pennsylvania
$75K 2,276 +2,276 New
EWM
79
EPG Wealth Management
Georgia
$62K 1,879 -1,355 -42%
CA
80
Clearstead Advisors
Ohio
$55K 1,690
CIAS
81
Capital Investment Advisory Services
North Carolina
$43K 1,328 +500 +60%
SWM
82
Selective Wealth Management
Virginia
$36K 1,100
MAM
83
Meeder Asset Management
Ohio
$32K 968
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$28K 861 +861 New
UBS Group
85
UBS Group
Switzerland
$26K 781 -1,690 -68%
MWM
86
Mascoma Wealth Management
New Hampshire
$21K 650
CFGS
87
Concourse Financial Group Securities
Alabama
$14K 423 -1,826 -81%
IF
88
Integrity Financial
Wyoming
$1K 27
LCWP
89
Legacy Capital Wealth Partners
Arkansas
-352,155 Closed
SWA
90
Stratos Wealth Advisors
Ohio
-121,783 Closed
SWM
91
SFG Wealth Management
Maryland
-67,231 Closed
PWM
92
PRW Wealth Management
Massachusetts
-55,631 Closed
EH
93
Equitable Holdings
New York
-40,041 Closed
SWM
94
Spire Wealth Management
Virginia
-33,792 Closed
DWA
95
Divergent Wealth Advisors
Utah
-27,875 Closed
DADC
96
D.A. Davidson & Co
Montana
-21,162 Closed
SFS
97
Sowell Financial Services
Arkansas
-15,742 Closed
CAN
98
Claraphi Advisory Network
United States
-13,264 Closed
NWMG
99
National Wealth Management Group
Ohio
-8,264 Closed
LNC
100
Lincoln National Corp
Pennsylvania
-8,057 Closed