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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

24 hedge funds and large institutions have $118M invested in First Trust Lunt US Factor Rotation ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$49.7M
2
KAS
2
Kestra Advisory Services
Texas
$3.19M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.49M
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$8M
5
AWM
5
AE Wealth Management
Kansas
$9.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$365K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$181K
3
AW
3
ACG Wealth
Georgia
$785K
4
Truist Financial
4
Truist Financial
North Carolina
$672K
5
PMG
5
ProVise Management Group
Florida
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$49.7M 1,687,217 +352,064 +26%
GWM
2
Geneos Wealth Management
Colorado
$26.4M 798,759 +22,725 +3%
AWM
3
AE Wealth Management
Kansas
$9.23M 312,977 +33,814 +12%
SS
4
Simplicity Solutions
Minnesota
$8.67M 293,973 +16,075 +6%
EIA
5
Eldridge Investment Advisors
New Hampshire
$8M 271,250 +39,615 +17%
KAS
6
Kestra Advisory Services
Texas
$3.19M 107,245 +107,245 New
PMG
7
ProVise Management Group
Florida
$2.81M 95,346 -13,943 -13%
CWM
8
Cornerstone Wealth Management
Missouri
$2.49M 84,334 +45,153 +115%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1M 33,925 -692 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$984K 33,373 +13,673 +69%
EH
11
Equitable Holdings
New York
$869K 29,459 +477 +2%
AW
12
ACG Wealth
Georgia
$785K 26,608 -14,774 -36%
WAS
13
Wealth Advisory Solutions
Indiana
$674K 22,890 – –
Truist Financial
14
Truist Financial
North Carolina
$672K 22,794 -13,982 -38%
BCI
15
Brinker Capital Investments
Pennsylvania
$654K 22,195 – –
AGA
16
Accuvest Global Advisors
Utah
$372K 12,616 +7,691 +156%
Jane Street
17
Jane Street
New York
$365K 12,387 -44,939 -78%
LPL Financial
18
LPL Financial
California
$215K 7,285 +7,285 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$207K 7,011 +7,011 New
Osaic Holdings
20
Osaic Holdings
Arizona
$181K 6,130 -34,120 -85%
CF
21
Centaurus Financial
California
$154K 5,220 +20 +0.4%
UBS Group
22
UBS Group
Switzerland
$62K 2,100 +2,033 +3,034%
APA
23
American Portfolios Advisors
New York
$48.4K 1,642 -100 -6%
SFPG
24
Stonebridge Financial Planning Group
Florida
$15K 500 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
– – -1,003 Closed
1
2