First Trust Lunt US Factor Rotation ETF
FCTR
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.
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: 9 → 20 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.11M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$5.07M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.85M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.51M |
| 5 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$590K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$353K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$59.5K |
FCTR Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 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.