First Trust Lunt US Factor Rotation ETF
FCTR
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.
4.53% less ownership
Funds ownership: 73.11% → 68.58% (-4.5%)
21% less capital invested
Capital invested by funds: $197M → $156M (-$40.9M)
24% less funds holding
Funds holding: 74 → 56 (-18)
47% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 30
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
85% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.7M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$824K |
| 4 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$801K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.99M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$5.03M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$3.25M |
| 4 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$3.08M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.54M |
FCTR Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2023, worth a combined $156M — down 21% from $197M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FCTR and 3 opened new positions — a net loss of 17 holders — while 30 trimmed existing stakes and 16 added.
The largest buyer was Geneos Wealth Management, adding an estimated $1.7M. The largest seller was Goldman Sachs, cutting an estimated $6.99M.
- 56 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2023, down from 74 in Q4 2022.
- Funds reported $156M of First Trust Lunt US Factor Rotation ETF stock for Q1 2023, down 21% quarter-over-quarter.
- 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2023 and 20 closed out, a net change of -17 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2023 was Geneos Wealth Management, an estimated $1.7M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2023 was Goldman Sachs, an estimated $6.99M sold.
Based on aggregated 13F filings for Q1 2023.