First Trust Lunt US Factor Rotation ETF
FCTR
44 hedge funds and large institutions have $55.1M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 29 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2.45% more ownership
Funds ownership: 62.68% → 65.12% (+2.4%)
2% more funds holding
Funds holding: 43 → 44 (+1)
26% less capital invested
Capital invested by funds: $74.9M → $55.1M (-$19.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
93% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$1.87M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$910K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$893K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$743K |
| 5 |
Goldman Sachs
New York
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$18.2M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$3.12M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.57M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.38M |
| 5 |
Morgan Stanley
New York
|
-$1.11M |
FCTR Hedge Fund Activity: Q4 2023 in Review
44 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2023, worth a combined $55.1M — down 26% from $74.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FCTR positions and 7 closed out — a net gain of 2 holders — while 2 added to existing stakes and 29 trimmed.
The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $1.87M. The largest seller was Soltis Investment Advisors, cutting an estimated $18.2M.
- 44 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $55.1M of First Trust Lunt US Factor Rotation ETF stock for Q4 2023, down 26% quarter-over-quarter.
- 9 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2023 and 7 closed out, a net change of +2 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2023 was Wolf Group Capital Advisors, an estimated $1.87M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2023 was Soltis Investment Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q4 2023.