First Trust Lunt US Factor Rotation ETF
FCTR
7 hedge funds and large institutions have $31.2M invested in First Trust Lunt US Factor Rotation ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
19% more capital invested
Capital invested by funds: $26.3M → $31.2M (+$4.89M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5.46% less ownership
Funds ownership: 72.36% → 66.9% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.19M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$285K |
| 3 |
Jane Street
New York
|
+$150K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$8.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.22M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$310K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $20.9M | +$285K | +13,362 | +1% |
|
|
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $6.45M | +$4.19M | +196,612 | +195% |
|
|
CWM
3
Cornerstone Wealth Management
St. Peters,
Missouri
| $2.44M | -$186K | -8,721 | -7% |
|
|
4
Jane Street
New York
| $501K | +$150K | +7,042 | +44% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $481K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $382K | -$310K | -14,574 | -45% |
|
|
CWA
7
Clarus Wealth Advisors
Peoria,
Arizona
| $8K | +$8.16K | +383 | New |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.22M | -58,299 | Closed |
|
FCTR Hedge Fund Activity: Q2 2019 in Review
7 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2019, worth a combined $31.2M — up 19% from $26.3M a quarter earlier.
Fund positioning in FCTR was balanced in Q2 2019: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.19M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.22M sold.
- 7 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $31.2M of First Trust Lunt US Factor Rotation ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 1 fund opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2019 and 1 closed out, a net change of 0 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $4.19M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2019 was Cambridge Investment Research Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2019.