First Trust Lunt US Factor Rotation ETF
FCTR
8 hedge funds and large institutions have $23.7M invested in First Trust Lunt US Factor Rotation ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2.66% less ownership
Funds ownership: 87.11% → 84.44% (-2.7%)
13% less capital invested
Capital invested by funds: $27.1M → $23.7M (-$3.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$818K |
| 2 |
Jane Street
New York
|
+$657K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$312K |
| 4 |
GAB
German American Bancorp
Jasper,
Indiana
|
+$272K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$862K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$346K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$23.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $19.1M | +$312K | +16,360 | +2% |
|
|
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $1.84M | -$862K | -45,250 | -30% |
|
|
3
Jane Street
New York
| $798K | +$657K | +34,475 | +316% |
|
|
CWM
4
Cornerstone Wealth Management
St. Peters,
Missouri
| $757K | +$818K | +42,963 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $544K | -$346K | -18,151 | -37% |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $390K | -$23.9K | -1,256 | -5% |
|
|
GAB
7
German American Bancorp
Jasper,
Indiana
| $251K | +$272K | +14,257 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $63K | +$21.4K | +1,124 | +45% |
|
FCTR Hedge Fund Activity: Q4 2018 in Review
8 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2018, worth a combined $23.7M — down 13% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FCTR positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $818K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $862K.
- 8 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2018, up from 6 in Q3 2018.
- Funds reported $23.7M of First Trust Lunt US Factor Rotation ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 2 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2018 and 0 closed out, a net change of +2 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2018 was Cornerstone Wealth Management, an estimated $818K added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $862K sold.
Based on aggregated 13F filings for Q4 2018.