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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

44 hedge funds and large institutions have $56.9M invested in First Trust Lunt US Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
3
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$1.94M
2
GS
2
GTS Securities
New York
$1M
3
SOS
3
Silver Oak Securities
Tennessee
$1.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$817K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.56M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$8.37M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$0
3
AAS
3
Ameritas Advisory Services
Nebraska
$340K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$12.9M 463,776 -15,923 -3%
SIA
2
Soltis Investment Advisors
Utah
$8.37M 301,238 -718,741 -70%
LCM
3
Lunt Capital Management
Utah
$8.03M 288,999 -7,152 -2%
LPL Financial
4
LPL Financial
California
$4.54M 163,281 -22,980 -12%
Morgan Stanley
5
Morgan Stanley
New York
$3.56M 127,926 +19,955 +18%
WGCA
6
Wolf Group Capital Advisors
Virginia
$1.94M 73,826 +73,826 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.88M 67,725 -4,241 -6%
SOS
8
Silver Oak Securities
Tennessee
$1.49M 53,711 +35,326 +192%
OIA
9
OneDigital Investment Advisors
Kansas
$1.47M 52,927 -235 -0.4%
Citadel Advisors
10
Citadel Advisors
Florida
$1.38M 49,580 -9,407 -16%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.21M 43,518 -27,004 -38%
Goldman Sachs
12
Goldman Sachs
New York
$1.14M 41,040 +4,409 +12%
GS
13
GTS Securities
New York
$1M 35,985 +35,985 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$817K 29,407 +29,407 New
HI
15
Harbour Investments
Wisconsin
$804K 28,945 -478 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$653K 23,501 -5,229 -18%
GM
17
GeoWealth Management
Illinois
$525K 18,888 -11,448 -38%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$511K 18,401 -3,468 -16%
BWA
19
BlueChip Wealth Advisors
Georgia
$416K 14,969 +14,969 New
IGWM
20
ICA Group Wealth Management
Colorado
$399K 14,343 -1,900 -12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$382K 13,739 -12,477 -48%
KDA
22
Kraft Davis & Associates
Missouri
$364K 13,032 -1,466 -10%
VWA
23
Visionary Wealth Advisors
Illinois
$363K 13,055 -1,443 -10%
CWA
24
Clarus Wealth Advisors
Arizona
$362K 13,422 +13,422 New
IAS
25
Insigneo Advisory Services
Florida
$340K 12,241 -8 -0.1%
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