FCTR icon

First Trust Lunt US Factor Rotation ETF

88 hedge funds and large institutions have $428M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.39%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
16
Increased
33
Reduced
31
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$55.5M 1,693,682 -47,067 -3%
LPL Financial
2
LPL Financial
California
$52.4M 1,599,752 +188,152 +13%
GWM
3
Geneos Wealth Management
Colorado
$30.4M 928,451 +38,733 +4%
TWM
4
TMD Wealth Management
Arizona
$28.5M 871,378 -78,563 -8%
GVAG
5
Great Valley Advisor Group
Delaware
$27.6M 841,590 +103,070 +14%
Morgan Stanley
6
Morgan Stanley
New York
$27.5M 840,340 -722,477 -46%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$20.2M 618,246 +375,808 +155%
EIA
8
Eldridge Investment Advisors
New Hampshire
$13.7M 417,069 +13,478 +3%
Stifel Financial
9
Stifel Financial
Missouri
$13M 395,680 +44,503 +13%
Osaic Holdings
10
Osaic Holdings
Arizona
$12.6M 383,450 -1,242,641 -76%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$12.3M 376,472 +376,472 New
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$8.96M 273,470 +32,644 +14%
SW
13
SkyOak Wealth
Michigan
$8.29M 253,025 +253,025 New
AI
14
Atria Investments
North Carolina
$7.68M 234,579 -48,776 -17%
Truist Financial
15
Truist Financial
North Carolina
$7.33M 223,921 -229,647 -51%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.07M 215,791 -59,083 -21%
Mariner
17
Mariner
Kansas
$6.98M 213,119 -52,735 -20%
ST
18
Spinnaker Trust
Maine
$6.97M 212,844 +11,342 +6%
AW
19
ACG Wealth
Georgia
$6.63M 202,415 -2,886 -1%
AGA
20
Accuvest Global Advisors
Utah
$5.74M 175,247 +3,147 +2%
AWA
21
ARQ Wealth Advisors
Arizona
$4.91M 149,913 +38,406 +34%
AWM
22
AE Wealth Management
Kansas
$4.76M 145,278 -62,028 -30%
PA
23
PSI Advisors
Florida
$4.38M 133,669 +527 +0.4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.25M 129,781 +1,159 +0.9%
OMC
25
Old Mission Capital
Illinois
$4.24M 129,495 +85,749 +196%