First Trust Lunt US Factor Rotation ETF
FCTR
70 hedge funds and large institutions have $401M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
61% more capital invested
Capital invested by funds: $249M → $401M (+$151M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
32% more funds holding
Funds holding: 53 → 70 (+17)
3.86% less ownership
Funds ownership: 84.79% → 80.93% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.7M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$30.8M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$20.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$17.5M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$10.3M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.55M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$501K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$334K |
FCTR Hedge Fund Activity: Q3 2021 in Review
70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2021, worth a combined $401M — up 61% from $249M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FCTR positions and 6 closed out — a net gain of 17 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $31.7M. The largest seller was Walkner Condon Financial Advisors, exiting entirely with an estimated $10.3M sold.
- 70 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2021, up from 53 in Q2 2021.
- Funds reported $401M of First Trust Lunt US Factor Rotation ETF stock for Q3 2021, up 61% quarter-over-quarter.
- 23 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2021 and 6 closed out, a net change of +17 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2021 was Morgan Stanley, an estimated $31.7M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q3 2021 was Walkner Condon Financial Advisors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2021.