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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
23
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
TWM
2
TMD Wealth Management
Arizona
$29.6M
3
GVAG
3
Great Valley Advisor Group
Delaware
$23M
4
LPL Financial
4
LPL Financial
California
$27.9M
5
Truist Financial
5
Truist Financial
North Carolina
$12.8M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$472K
3
Bank of America
3
Bank of America
North Carolina
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$274K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$58.7M 1,726,175 +170,707 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$48.7M 1,431,208 +241,445 +20%
GWM
3
Geneos Wealth Management
Colorado
$32.7M 957,724 +134,815 +16%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M 895,874 +895,874 New
TWM
5
TMD Wealth Management
Arizona
$29.6M 870,491 +870,491 New
LPL Financial
6
LPL Financial
California
$27.9M 821,097 +493,471 +151%
GVAG
7
Great Valley Advisor Group
Delaware
$23M 676,196 +590,809 +692%
EIA
8
Eldridge Investment Advisors
New Hampshire
$13.3M 391,821 +35,193 +10%
Truist Financial
9
Truist Financial
North Carolina
$12.8M 375,188 +352,394 +1,546%
AI
10
Atria Investments
North Carolina
$11.8M 346,758 +12,529 +4%
CAS
11
Cascadia Advisory Services
Oregon
$11.3M 331,508 +8,586 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.34M 245,146 +80,563 +49%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$7.83M 230,127 +230,127 New
AW
14
ACG Wealth
Georgia
$6.95M 204,239 -8,903 -4%
Stifel Financial
15
Stifel Financial
Missouri
$6.47M 190,364 +81,383 +75%
ST
16
Spinnaker Trust
Maine
$6.33M 185,976 +13,202 +8%
LCWP
17
Legacy Capital Wealth Partners
Arkansas
$5.96M 175,164 +175,164 New
AGA
18
Accuvest Global Advisors
Utah
$4.32M 127,080 -6,219 -5%
PA
19
PSI Advisors
Florida
$4.3M 126,553 -2,973 -2%
AWA
20
ARQ Wealth Advisors
Arizona
$4.21M 123,702 +123,702 New
PMG
21
ProVise Management Group
Florida
$3.94M 115,847 +204 +0.2%
KAS
22
Kestra Advisory Services
Texas
$3.93M 115,455 +115,455 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.82M 112,335 +42,199 +60%
SAM
24
Secure Asset Management
Michigan
$2.8M 82,267 +82,267 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.37M 69,710 +32,548 +88%
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