First Trust Lunt US Factor Rotation ETF
FCTR
55 hedge funds and large institutions have $96.2M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 32 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 56 → 55 (-1)
4.83% less ownership
Funds ownership: 68.58% → 63.75% (-4.8%)
38% less capital invested
Capital invested by funds: $156M → $96.2M (-$59.8M)
72% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$464K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$380K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$365K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$23M |
| 2 |
SW
SkyOak Wealth
Southfield,
Michigan
|
-$6.21M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$5.95M |
| 4 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$5.26M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$4.05M |
FCTR Hedge Fund Activity: Q2 2023 in Review
55 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2023, worth a combined $96.2M — down 38% from $156M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FCTR and 10 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 9 added.
The largest buyer was Geneos Wealth Management, adding an estimated $1.4M. The largest seller was LPL Financial, cutting an estimated $23M.
- 55 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2023, down from 56 in Q1 2023.
- Funds reported $96.2M of First Trust Lunt US Factor Rotation ETF stock for Q2 2023, down 38% quarter-over-quarter.
- 10 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2023 and 11 closed out, a net change of -1 holder.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2023 was Geneos Wealth Management, an estimated $1.4M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2023 was LPL Financial, an estimated $23M sold.
Based on aggregated 13F filings for Q2 2023.