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First Trust Lunt US Factor Rotation ETF

78 hedge funds and large institutions have $285M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
78
Holders Change
-10
Holders Change %
-11.36%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
6
Increased
28
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$48M 1,764,412 +164,660 +10%
SIA
2
Soltis Investment Advisors
Utah
$41.6M 1,530,588 -163,094 -10%
GWM
3
Geneos Wealth Management
Colorado
$22.2M 809,036 -119,415 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.7M 541,831 -76,415 -12%
Morgan Stanley
5
Morgan Stanley
New York
$13.8M 506,687 -333,653 -40%
EIA
6
Eldridge Investment Advisors
New Hampshire
$11.8M 433,632 +16,563 +4%
TWM
7
TMD Wealth Management
Arizona
$10.9M 400,104 -471,274 -54%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$10.4M 380,715 +4,243 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.11M 335,072 -48,378 -13%
Stifel Financial
10
Stifel Financial
Missouri
$8.32M 306,040 -89,640 -23%
PFGIA
11
Patriot Financial Group Insurance Agency
Massachusetts
$7.81M 287,270 +13,800 +5%
SW
12
SkyOak Wealth
Michigan
$6.84M 251,534 -1,491 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.68M 209,026 -6,765 -3%
Truist Financial
14
Truist Financial
North Carolina
$5.63M 207,207 -16,714 -7%
AW
15
ACG Wealth
Georgia
$5.61M 206,369 +3,954 +2%
AGA
16
Accuvest Global Advisors
Utah
$5.02M 184,753 +9,506 +5%
AWA
17
ARQ Wealth Advisors
Arizona
$4.12M 151,417 +1,504 +1%
CAN
18
Cetera Advisor Networks
California
$3.94M 144,891 +144,891 New
HI
19
Harbour Investments
Wisconsin
$3.64M 133,674 +133,674 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.2M 117,642 -12,139 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.47M 90,913 +43,846 +93%
Goldman Sachs
22
Goldman Sachs
New York
$2.4M 88,100 +54,715 +164%
AI
23
Atria Investments
North Carolina
$2.12M 77,945 -156,634 -67%
SS
24
Simplicity Solutions
Minnesota
$1.91M 70,406 +1,838 +3%
PMG
25
ProVise Management Group
Florida
$1.76M 64,645 -26,221 -29%