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First Trust Lunt US Factor Rotation ETF

72 hedge funds and large institutions have $235M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
6
Increased
28
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$43.7M 1,671,410 -93,002 -5%
SIA
2
Soltis Investment Advisors
Utah
$39.1M 1,495,109 -35,479 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.2M 544,284 +2,453 +0.5%
GWM
4
Geneos Wealth Management
Colorado
$12.3M 469,860 -339,176 -42%
EIA
5
Eldridge Investment Advisors
New Hampshire
$12.2M 466,447 +32,815 +8%
Morgan Stanley
6
Morgan Stanley
New York
$11.2M 429,296 -77,391 -15%
Truist Financial
7
Truist Financial
North Carolina
$9.8M 374,530 +167,323 +81%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$8.35M 319,328 +32,058 +11%
Goldman Sachs
9
Goldman Sachs
New York
$7.47M 285,394 +197,294 +224%
SW
10
SkyOak Wealth
Michigan
$6.31M 241,253 -10,281 -4%
AW
11
ACG Wealth
Georgia
$5.77M 220,609 +14,240 +7%
AGA
12
Accuvest Global Advisors
Utah
$5.14M 196,456 +11,703 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.04M 192,474 +101,561 +112%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.03M 192,432 -16,594 -8%
AWA
15
ARQ Wealth Advisors
Arizona
$4.15M 158,794 +7,377 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$3.81M 145,553 +145,553 New
HI
17
Harbour Investments
Wisconsin
$3.64M 133,674
Osaic Holdings
18
Osaic Holdings
Arizona
$2.93M 111,985 -223,087 -67%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.55M 97,563 +62,428 +178%
CAN
20
Cetera Advisor Networks
California
$2.02M 77,207 -67,684 -47%
SS
21
Simplicity Solutions
Minnesota
$1.92M 73,536 +3,130 +4%
PMG
22
ProVise Management Group
Florida
$1.77M 67,745 +3,100 +5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.62M 62,081 -742 -1%
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.55M 59,139 +6,228 +12%
OIA
25
OneDigital Investment Advisors
Kansas
$1.44M 55,063 +422 +0.8%