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First Trust Lunt US Factor Rotation ETF

96 hedge funds and large institutions have $534M invested in First Trust Lunt US Factor Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+26
Holders Change %
+37.14%
% of All Funds
1.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
34
Increased
44
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$61.9M 1,740,749 +14,574 +0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$57.8M 1,626,091 +194,883 +14%
Morgan Stanley
3
Morgan Stanley
New York
$55.5M 1,562,817 +666,943 +74%
LPL Financial
4
LPL Financial
California
$50.2M 1,411,600 +590,503 +72%
TWM
5
TMD Wealth Management
Arizona
$33.8M 949,941 +79,450 +9%
GWM
6
Geneos Wealth Management
Colorado
$31.6M 889,718 -68,006 -7%
GVAG
7
Great Valley Advisor Group
Delaware
$26.2M 738,520 +62,324 +9%
Truist Financial
8
Truist Financial
North Carolina
$16.1M 453,568 +78,380 +21%
EIA
9
Eldridge Investment Advisors
New Hampshire
$14.3M 403,591 +11,770 +3%
LCWP
10
Legacy Capital Wealth Partners
Arkansas
$12.5M 352,155 +176,991 +101%
Stifel Financial
11
Stifel Financial
Missouri
$12.5M 351,177 +160,813 +84%
AI
12
Atria Investments
North Carolina
$10.1M 283,355 -63,403 -18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.77M 274,874 +205,164 +294%
Mariner
14
Mariner
Kansas
$9.45M 265,854 +265,854 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.62M 242,438 -2,708 -1%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$8.56M 240,826 +10,699 +5%
WGCA
17
Wolf Group Capital Advisors
Virginia
$8.1M 227,899 +227,899 New
AWM
18
AE Wealth Management
Kansas
$7.37M 207,306 +207,306 New
AW
19
ACG Wealth
Georgia
$7.3M 205,301 +1,062 +0.5%
ST
20
Spinnaker Trust
Maine
$7.16M 201,502 +15,526 +8%
AGA
21
Accuvest Global Advisors
Utah
$6.12M 172,100 +45,020 +35%
HI
22
Harbour Investments
Wisconsin
$5.88M 165,485 +127,511 +336%
KAS
23
Kestra Advisory Services
Texas
$5.54M 155,900 +40,445 +35%
PA
24
PSI Advisors
Florida
$4.73M 133,142 +6,589 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.57M 128,622 +16,287 +14%