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First Trust Lunt US Factor Rotation ETF

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.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
9
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$28.9M 1,099,588 -157,465 -13%
GWM
2
Geneos Wealth Management
Colorado
$16.9M 641,986 +54,528 +9%
LCM
3
Lunt Capital Management
Utah
$7.41M 282,006 +282,006 New
LPL Financial
4
LPL Financial
California
$6.55M 249,288 -894,666 -78%
EIA
5
Eldridge Investment Advisors
New Hampshire
$6.44M 244,947 -133,583 -35%
Morgan Stanley
6
Morgan Stanley
New York
$4.29M 163,179 -37,658 -19%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$3.39M 129,017 -7,413 -5%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.74M 104,293 -98,449 -49%
WGCA
9
Wolf Group Capital Advisors
Virginia
$1.83M 73,405 +6,242 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.73M 65,938 -566 -0.9%
OIA
11
OneDigital Investment Advisors
Kansas
$1.34M 50,872 -1,219 -2%
SOS
12
Silver Oak Securities
Tennessee
$1.21M 46,165 -4,154 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$982K 37,390 -2,309 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$950K 36,162 -48,294 -57%
HI
15
Harbour Investments
Wisconsin
$800K 30,461 -4,786 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$764K 29,071 -43,052 -60%
GM
17
GeoWealth Management
Illinois
$692K 26,352 +14,762 +127%
KOC
18
Koss-Olinger Consulting
Florida
$643K 24,458
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$641K 24,419 -21,842 -47%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$618K 23,524 -15,883 -40%
Stifel Financial
21
Stifel Financial
Missouri
$473K 18,016 +18,016 New
IGWM
22
ICA Group Wealth Management
Colorado
$435K 16,568 -121 -0.7%
SPI
23
Sutton Place Investors
New York
$433K 16,465 -16,405 -50%
Goldman Sachs
24
Goldman Sachs
New York
$418K 15,907 -35,444 -69%
VWA
25
Visionary Wealth Advisors
Illinois
$381K 14,498