We are live on ! Find out more
FCTR icon

First Trust Lunt US Factor Rotation ETF

20 hedge funds and large institutions have $57.5M invested in First Trust Lunt US Factor Rotation ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

122% more funds holding

Funds holding: 920 (+11)

81% more capital invested

Capital invested by funds: $31.7M → $57.5M (+$25.8M)

23.39% more ownership

Funds ownership: 68.04%91.43% (+23%)

Holders
20
Holders Change
+11
Holders Change %
+122.22%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
4
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$22.9M +$616K +27,795 +3%
SIA
2
Soltis Investment Advisors
Utah
$8.17M +$7.94M +358,644 New
AWM
3
AE Wealth Management
Kansas
$5.26M +$5.11M +230,890 New
SS
4
Simplicity Solutions
Minnesota
$5.22M +$5.07M +229,091 New
CWM
5
Cornerstone Wealth Management
Missouri
$4.28M +$96.2K +4,345 +2%
MFG
6
Merit Financial Group
Georgia
$2.93M +$2.85M +128,448 New
PMG
7
ProVise Management Group
Florida
$2.44M +$217K +9,800 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.58M -$59.5K -2,685 -4%
Truist Financial
9
Truist Financial
North Carolina
$1.55M +$1.51M +68,107 New
EIA
10
Eldridge Investment Advisors
New Hampshire
$924K +$898K +40,538 New
WAS
11
Wealth Advisory Solutions
Indiana
$682K +$664K +29,964 New
BCI
12
Brinker Capital Investments
Pennsylvania
$506K
AG
13
Advisor Group
Arizona
$475K +$14.4K +652 +3%
PAG
14
Private Advisory Group
Washington
$258K +$94.7K +4,274 New
AGA
15
Accuvest Global Advisors
Utah
$102K +$98.7K +4,455 New
PCTC
16
Perkins Coie Trust Company
Washington
$71K +$68.9K +3,109 New
APA
17
American Portfolios Advisors
New York
$49.2K +$47.8K +2,160 New
TI
18
tru Independence
Oregon
$27K +$33.7K +1,520 New
WCG
19
Weaver Consulting Group
California
$15K +$15.1K +680 New
SFPG
20
Stonebridge Financial Planning Group
Florida
$11K +$11.1K +500 New
Jane Street
21
Jane Street
New York
-$590K -27,049 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$353K -16,196 Closed

FCTR Hedge Fund Activity: Q4 2019 in Review

20 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2019, worth a combined $57.5M — up 81% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FCTR positions and 2 closed out — a net gain of 12 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $5.11M. The largest seller was Jane Street, exiting entirely with an estimated $590K sold.

  • 20 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2019, up from 9 in Q3 2019.
  • Funds reported $57.5M of First Trust Lunt US Factor Rotation ETF stock for Q4 2019, up 81% quarter-over-quarter.
  • 14 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2019 and 2 closed out, a net change of +12 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2019 was AE Wealth Management, an estimated $5.11M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2019 was Jane Street, an estimated $590K sold.

Based on aggregated 13F filings for Q4 2019.