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First Trust Lunt US Factor Rotation ETF

74 hedge funds and large institutions have $197M invested in First Trust Lunt US Factor Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
14
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$38.3M 1,373,639 -121,470 -8%
LPL Financial
2
LPL Financial
California
$34.5M 1,234,973 -436,437 -26%
GWM
3
Geneos Wealth Management
Colorado
$14.7M 526,615 +56,755 +12%
EIA
4
Eldridge Investment Advisors
New Hampshire
$13.6M 489,136 +22,689 +5%
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$8.84M 317,010 -2,318 -0.7%
Goldman Sachs
6
Goldman Sachs
New York
$8.43M 302,303 +16,909 +6%
Truist Financial
7
Truist Financial
North Carolina
$7.89M 282,932 -91,598 -24%
Morgan Stanley
8
Morgan Stanley
New York
$7.55M 270,743 -158,553 -37%
SW
9
SkyOak Wealth
Michigan
$6.45M 231,155 -10,098 -4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$5.83M 208,995 +208,995 New
AWA
11
ARQ Wealth Advisors
Arizona
$4.55M 162,949 +4,155 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.69M 132,368 -60,064 -31%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.52M 90,146 -21,839 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.28M 81,814 -15,749 -16%
EH
15
Equitable Holdings
New York
$2.25M 80,557 +80,557 New
AGA
16
Accuvest Global Advisors
Utah
$2.01M 71,846 -124,610 -63%
WGCA
17
Wolf Group Capital Advisors
Virginia
$1.78M 63,773 +4,634 +8%
SS
18
Simplicity Solutions
Minnesota
$1.7M 60,973 -12,563 -17%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.64M 58,664 +58,664 New
OIA
20
OneDigital Investment Advisors
Kansas
$1.5M 53,764 -1,299 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.45M 51,900 +8,337 +19%
PMG
22
ProVise Management Group
Florida
$1.43M 51,253 -16,492 -24%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.41M 50,446 +646 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.27M 45,502 -498,782 -92%
AAS
25
Ameritas Advisory Services
Nebraska
$1.26M 45,088 +2,490 +6%