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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

22 hedge funds and large institutions have $57.8M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
4
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$8.72M
2
EIA
2
Eldridge Investment Advisors
New Hampshire
$3.97M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$482K
5
AW
5
ACG Wealth
Georgia
$1.33M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$1.05M
2
GWM
2
Geneos Wealth Management
Colorado
$20.8M
3
MFG
3
Merit Financial Group
Georgia
$0
4
Truist Financial
4
Truist Financial
North Carolina
$1.07M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$20.8M 902,401 -105,909 -11%
SIA
2
Soltis Investment Advisors
Utah
$8.72M 367,409 +85,164 +30%
AWM
3
AE Wealth Management
Kansas
$7.54M 317,615 +5,754 +2%
SS
4
Simplicity Solutions
Minnesota
$7.37M 310,518 -592 -0.2%
EIA
5
Eldridge Investment Advisors
New Hampshire
$3.97M 167,132 +43,504 +35%
PMG
6
ProVise Management Group
Florida
$2.56M 107,873 -492 -0.5%
AW
7
ACG Wealth
Georgia
$1.33M 55,949 +19,830 +55%
Truist Financial
8
Truist Financial
North Carolina
$1.07M 45,112 -22,995 -34%
CWM
9
Cornerstone Wealth Management
Missouri
$1.05M 44,297 -154,753 -78%
Citadel Advisors
10
Citadel Advisors
Florida
$1.02M 43,152 +43,152 New
WAS
11
Wealth Advisory Solutions
Indiana
$603K 25,443 -488 -2%
BCI
12
Brinker Capital Investments
Pennsylvania
$527K 22,195 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$482K 20,316 +20,316 New
AGA
14
Accuvest Global Advisors
Utah
$310K 13,067 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$159K 6,696 +6,696 New
CF
16
Centaurus Financial
California
$117K 4,950 +4,950 New
CAN
17
Cetera Advisor Networks
California
$55K 2,323 +2,323 New
APA
18
American Portfolios Advisors
New York
$39K 1,642 -1,100 -40%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$24K 1,003 +1,003 New
WCG
20
Weaver Consulting Group
California
$16K 680 – –
SFPG
21
Stonebridge Financial Planning Group
Florida
$12K 500 – –
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$7K 300 +300 New
MFG
23
Merit Financial Group
Georgia
– – -130,299 Closed
Jane Street
24
Jane Street
New York
– – -17,285 Closed
UBS Group
25
UBS Group
Switzerland
– – -732 Closed
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