FCTR icon

First Trust Lunt US Factor Rotation ETF

56 hedge funds and large institutions have $156M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 20 closing their positions.

Holders
56
Holders Change
-18
Holders Change %
-24.32%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
16
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$34.5M 1,257,053 -116,586 -8%
LPL Financial
2
LPL Financial
California
$31.4M 1,143,954 -91,019 -7%
GWM
3
Geneos Wealth Management
Colorado
$16.1M 587,458 +60,843 +12%
EIA
4
Eldridge Investment Advisors
New Hampshire
$10.4M 378,530 -110,606 -23%
Truist Financial
5
Truist Financial
North Carolina
$6.59M 240,227 -42,705 -15%
SW
6
SkyOak Wealth
Michigan
$6.21M 226,209 -4,946 -2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$5.56M 202,742 -6,253 -3%
Morgan Stanley
8
Morgan Stanley
New York
$5.51M 200,837 -69,906 -26%
AWA
9
ARQ Wealth Advisors
Arizona
$5.26M 191,695 +28,746 +18%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$3.74M 136,430 -180,580 -57%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.42M 88,222 +29,558 +50%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.32M 84,456 +2,642 +3%
SS
13
Simplicity Solutions
Minnesota
$1.98M 72,331 +11,358 +19%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.98M 72,123 -18,023 -20%
WGCA
15
Wolf Group Capital Advisors
Virginia
$1.84M 67,163 +3,390 +5%
AAS
16
Ameritas Advisory Services
Nebraska
$1.83M 67,670 +22,582 +50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.83M 66,504 -65,864 -50%
OIA
18
OneDigital Investment Advisors
Kansas
$1.43M 52,091 -1,673 -3%
Goldman Sachs
19
Goldman Sachs
New York
$1.41M 51,351 -250,952 -83%
SOS
20
Silver Oak Securities
Tennessee
$1.38M 50,319 +35,967 +251%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.27M 46,261 +8,860 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.09M 39,699 -5,803 -13%
HI
23
Harbour Investments
Wisconsin
$967K 35,247 -4,209 -11%
AGA
24
Accuvest Global Advisors
Utah
$948K 34,530 -37,316 -52%
SPI
25
Sutton Place Investors
New York
$902K 32,870 -130 -0.4%