First Trust Lunt US Factor Rotation ETF
FCTR
36 hedge funds and large institutions have $164M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more funds holding
Funds holding: 24 → 36 (+12)
39% more capital invested
Capital invested by funds: $118M → $164M (+$46.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.01% less ownership
Funds ownership: 87.58% → 79.57% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.5M |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$4.36M |
| 3 |
PA
PSI Advisors
Tampa,
Florida
|
+$3.76M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.23M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$8.67M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$7.31M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.19M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$301K |
FCTR Hedge Fund Activity: Q1 2021 in Review
36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2021, worth a combined $164M — up 39% from $118M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FCTR positions and 3 closed out — a net gain of 12 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $36.5M. The largest seller was AE Wealth Management, exiting entirely with an estimated $9.23M sold.
- 36 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $164M of First Trust Lunt US Factor Rotation ETF stock for Q1 2021, up 39% quarter-over-quarter.
- 15 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2021 and 3 closed out, a net change of +12 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2021 was Osaic Holdings, an estimated $36.5M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2021 was AE Wealth Management, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2021.