First Trust Lunt US Factor Rotation ETF
FCTR
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.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
22.67% more ownership
Funds ownership: 50.45% → 73.11% (+23%)
3% more funds holding
Funds holding: 72 → 74 (+2)
16% less capital invested
Capital invested by funds: $235M → $197M (-$38.1M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
61% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.94M |
| 2 |
EH
Equitable Holdings
New York
|
+$2.29M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.67M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.61M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.4M |
| 3 |
Morgan Stanley
New York
|
-$4.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.41M |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Cozad Asset Management
Champaign,
Illinois
| – | -$1.16M | -44,220 | Closed |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| – | -$1.15M | -43,923 | Closed |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| – | -$816K | -31,189 | Closed |
|
|
IP
79
Ignite Planners
San Clemente,
California
| – | -$675K | -25,018 | Closed |
|
|
WWM
80
Western Wealth Management
Golden,
Colorado
| – | -$289K | -11,024 | Closed |
|
81
Mariner
Overland Park,
Kansas
| – | -$237K | -9,065 | Closed |
|
|
VCM
82
Vigilant Capital Management
Portland,
Maine
| – | -$18K | -684 | Closed |
|
83
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6 | -200 | Closed |
|
FCTR Hedge Fund Activity: Q4 2022 in Review
74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2022, worth a combined $197M — down 16% from $235M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FCTR positions and 10 closed out — a net gain of 4 holders — while 14 added to existing stakes and 36 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $5.94M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.2M.
- 74 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $197M of First Trust Lunt US Factor Rotation ETF stock for Q4 2022, down 16% quarter-over-quarter.
- 14 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2022 and 10 closed out, a net change of +4 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2022 was Mercer Global Advisors, an estimated $5.94M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2022.