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First Trust Lunt US Factor Rotation ETF

6 hedge funds and large institutions have $27.1M invested in First Trust Lunt US Factor Rotation ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

87.11% more ownership

Funds ownership: 0%87.11% (+87%)

Holders
6
Holders Change
+6
Holders Change %
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$22.2M +$21.9M +1,071,026 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.1M +$3.07M +149,643 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.02M +$1.01M +49,064 New
BCI
4
Brinker Capital Investments
Pennsylvania
$487K +$480K +23,451 New
Jane Street
5
Jane Street
New York
$226K +$224K +10,913 New
UBS Group
6
UBS Group
Switzerland
$51K +$50.8K +2,478 New

FCTR Hedge Fund Activity: Q3 2018 in Review

6 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2018, worth a combined $27.1M.

Buyers outnumbered sellers: 6 funds opened new FCTR positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $21.9M.

  • 6 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $27.1M of First Trust Lunt US Factor Rotation ETF stock for Q3 2018.
  • 6 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2018 and 0 closed out, a net change of +6 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2018 was Geneos Wealth Management, an estimated $21.9M added.

Based on aggregated 13F filings for Q3 2018.