First Trust Lunt US Factor Rotation ETF
FCTR
19 hedge funds and large institutions have $47.2M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.18% less ownership
Funds ownership: 91.43% → 90.25% (-1.2%)
5% less funds holding
Funds holding: 20 → 19 (-1)
18% less capital invested
Capital invested by funds: $57.5M → $47.2M (-$10.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$1.75M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.73M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.71M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$761K |
| 5 |
Jane Street
New York
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$1.61M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.58M |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$258K |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$85K |
| 5 |
PCTC
Perkins Coie Trust Company
Seattle,
Washington
|
-$71K |
FCTR Hedge Fund Activity: Q1 2020 in Review
19 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2020, worth a combined $47.2M — down 18% from $57.5M a quarter earlier.
Fund positioning in FCTR was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 2 trimmed.
The largest buyer was Eldridge Investment Advisors, adding an estimated $1.75M. The largest seller was Soltis Investment Advisors, cutting an estimated $1.61M.
- 19 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2020, down from 20 in Q4 2019.
- Funds reported $47.2M of First Trust Lunt US Factor Rotation ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 4 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2020 was Eldridge Investment Advisors, an estimated $1.75M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2020 was Soltis Investment Advisors, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2020.