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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

53 hedge funds and large institutions have $249M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
21
Increased
22
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$11.6M
2
CAS
2
Cascadia Advisory Services
Oregon
$11.2M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
AW
4
ACG Wealth
Georgia
$7.41M
5
ST
5
Spinnaker Trust
Maine
$6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SWM
2
Spire Wealth Management
Virginia
$5K
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
PAG
4
Private Advisor Group
New Jersey
$345K
5
Jane Street
5
Jane Street
New York
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$54.1M 1,555,468 +95,210 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$41.3M 1,189,763 +48,430 +4%
GWM
3
Geneos Wealth Management
Colorado
$28.9M 822,909 +33,502 +4%
EIA
4
Eldridge Investment Advisors
New Hampshire
$12.4M 356,628 +22,320 +7%
AI
5
Atria Investments
North Carolina
$11.6M 334,229 +334,229 New
LPL Financial
6
LPL Financial
California
$11.4M 327,626 +257,686 +368%
CAS
7
Cascadia Advisory Services
Oregon
$11.2M 322,922 +322,922 New
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$10.3M 295,652 +160,221 +118%
AW
9
ACG Wealth
Georgia
$7.41M 213,142 +186,160 +690%
ST
10
Spinnaker Trust
Maine
$6M 172,774 +172,774 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.72M 164,583 +37,993 +30%
AGA
12
Accuvest Global Advisors
Utah
$4.63M 133,299 +56,328 +73%
PA
13
PSI Advisors
Florida
$4.5M 129,526 +12,770 +11%
CWM
14
Cornerstone Wealth Management
Missouri
$4.39M 126,351 +721 +0.6%
PMG
15
ProVise Management Group
Florida
$4.02M 115,643 +14,789 +15%
Stifel Financial
16
Stifel Financial
Missouri
$3.79M 108,981 +108,981 New
GVAG
17
Great Valley Advisor Group
Delaware
$2.97M 85,387 +85,387 New
Bank of America
18
Bank of America
North Carolina
$2.55M 73,359 +1,600 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.44M 70,136 +26,552 +61%
FEM
20
Fulcrum Equity Management
Texas
$2.39M 68,688 +68,688 New
SPIA
21
Steward Partners Investment Advisory
New York
$2.25M 64,720 +64,720 New
AWA
22
Arkadios Wealth Advisors
Georgia
$2.2M 63,338 +63,338 New
OIA
23
OneDigital Investment Advisors
Kansas
$1.58M 45,539 +1,376 +3%
EH
24
Equitable Holdings
New York
$1.35M 38,966 +8,101 +26%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.29M 37,162 +12,078 +48%
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