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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIA
1
Eldridge Investment Advisors
New Hampshire
$2.19M
2
SS
2
Simplicity Solutions
Minnesota
$5.51M
3
AWM
3
AE Wealth Management
Kansas
$5.53M
4
AW
4
ACG Wealth
Georgia
$640K
5
Jane Street
5
Jane Street
New York
$306K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
SIA
2
Soltis Investment Advisors
Utah
$5M
3
PAG
3
Private Advisory Group
Washington
$0
4
WAS
4
Wealth Advisory Solutions
Indiana
$459K
5
PCTC
5
Perkins Coie Trust Company
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$17.8M 1,008,310 +4,131 +0.4%
AWM
2
AE Wealth Management
Kansas
$5.53M 311,861 +80,971 +35%
SS
3
Simplicity Solutions
Minnesota
$5.51M 311,110 +82,019 +36%
SIA
4
Soltis Investment Advisors
Utah
$5M 282,245 -76,399 -21%
CWM
5
Cornerstone Wealth Management
Missouri
$3.53M 199,050 +11,151 +6%
MFG
6
Merit Financial Group
Georgia
$2.31M 130,299 +1,851 +1%
EIA
7
Eldridge Investment Advisors
New Hampshire
$2.19M 123,628 +83,090 +205%
PMG
8
ProVise Management Group
Florida
$1.92M 108,365 +1,068 +1%
Truist Financial
9
Truist Financial
North Carolina
$1.21M 68,107 – –
AW
10
ACG Wealth
Georgia
$640K 36,119 +36,119 New
WAS
11
Wealth Advisory Solutions
Indiana
$459K 25,931 -4,033 -13%
BCI
12
Brinker Capital Investments
Pennsylvania
$393K 22,195 – –
Jane Street
13
Jane Street
New York
$306K 17,285 +17,285 New
AGA
14
Accuvest Global Advisors
Utah
$232K 13,067 +8,612 +193%
APA
15
American Portfolios Advisors
New York
$48.6K 2,742 +582 +27%
UBS Group
16
UBS Group
Switzerland
$13K 732 +732 New
WCG
17
Weaver Consulting Group
California
$12K 680 – –
SFPG
18
Stonebridge Financial Planning Group
Florida
$9K 500 – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4K 234 +234 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
– – -69,552 Closed
PAG
21
Private Advisory Group
Washington
– – -4,274 Closed
PCTC
22
Perkins Coie Trust Company
Washington
– – -3,109 Closed
TI
23
tru Independence
Oregon
– – -1,520 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –