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First Trust Lunt US Factor Rotation ETF

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.

Holders
36
Holders Change
+12
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$48.1M 1,460,258 -226,959 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$37.6M 1,141,333 +1,135,203 +18,519%
GWM
3
Geneos Wealth Management
Colorado
$26.9M 789,407 -9,352 -1%
EIA
4
Eldridge Investment Advisors
New Hampshire
$11M 334,308 +63,058 +23%
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$4.46M 135,431 +135,431 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.17M 126,590 +92,665 +273%
CWM
7
Cornerstone Wealth Management
Missouri
$4.13M 125,630 +41,296 +49%
PA
8
PSI Advisors
Florida
$3.84M 116,756 +116,756 New
PMG
9
ProVise Management Group
Florida
$3.32M 100,854 +5,508 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.81M 85,516 +85,516 New
AGA
11
Accuvest Global Advisors
Utah
$2.53M 76,971 +64,355 +510%
Bank of America
12
Bank of America
North Carolina
$2.36M 71,759 +71,759 New
LPL Financial
13
LPL Financial
California
$2.3M 69,940 +62,655 +860%
OIA
14
OneDigital Investment Advisors
Kansas
$1.45M 44,163 +44,163 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.43M 43,584 +36,573 +522%
EH
16
Equitable Holdings
New York
$1.02M 30,865 +1,406 +5%
SWM
17
Spire Wealth Management
Virginia
$984K 29,890 +29,890 New
AW
18
ACG Wealth
Georgia
$888K 26,982 +374 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$826K 25,084 -8,289 -25%
Truist Financial
20
Truist Financial
North Carolina
$750K 22,794
BCI
21
Brinker Capital Investments
Pennsylvania
$730K 22,195
LNC
22
Lincoln National Corp
Pennsylvania
$592K 17,986 +17,986 New
PAG
23
Private Advisor Group
New Jersey
$436K 13,248 +13,248 New
Jane Street
24
Jane Street
New York
$298K 9,062 -3,325 -27%
SWP
25
Stratos Wealth Partners
Ohio
$249K 7,564 +7,564 New