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First Trust Lunt US Factor Rotation ETF

43 hedge funds and large institutions have $74.9M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
43
Holders Change
-12
Holders Change %
-21.82%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
8
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$25.1M 1,019,979 -79,609 -7%
GWM
2
Geneos Wealth Management
Colorado
$11.8M 479,699 -162,287 -25%
LCM
3
Lunt Capital Management
Utah
$7.29M 296,151 +14,145 +5%
LPL Financial
4
LPL Financial
California
$4.59M 186,261 -63,027 -25%
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$3.12M 126,540 -2,477 -2%
AAS
6
Ameritas Advisory Services
Nebraska
$2.81M 113,947 +113,947 New
Morgan Stanley
7
Morgan Stanley
New York
$2.66M 107,971 -55,208 -34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.77M 71,966 +6,028 +9%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.74M 70,522 -33,771 -32%
Citadel Advisors
10
Citadel Advisors
Florida
$1.45M 58,987 +50,761 +617%
Ameriprise
11
Ameriprise
Minnesota
$1.38M 56,161 +56,161 New
OIA
12
OneDigital Investment Advisors
Kansas
$1.31M 53,162 +2,290 +5%
Goldman Sachs
13
Goldman Sachs
New York
$902K 36,631 +20,724 +130%
GM
14
GeoWealth Management
Illinois
$748K 30,336 +3,984 +15%
HI
15
Harbour Investments
Wisconsin
$725K 29,423 -1,038 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$708K 28,730 -8,660 -23%
Osaic Holdings
17
Osaic Holdings
Arizona
$707K 28,713 -358 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$646K 26,216 -9,946 -28%
Jane Street
19
Jane Street
New York
$604K 24,535 +12,728 +108%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$539K 21,869 -1,655 -7%
SOS
21
Silver Oak Securities
Tennessee
$453K 18,385 -27,780 -60%
IGWM
22
ICA Group Wealth Management
Colorado
$400K 16,243 -325 -2%
VWA
23
Visionary Wealth Advisors
Illinois
$357K 14,498
KDA
24
Kraft Davis & Associates
Missouri
$348K 14,498
IAS
25
Insigneo Advisory Services
Florida
$302K 12,249 -131 -1%