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First Trust Lunt US Factor Rotation ETF

46 hedge funds and large institutions have $53.5M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
5
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$12.6M 403,985 -59,791 -13%
LCM
2
Lunt Capital Management
Utah
$8.76M 282,016 -6,983 -2%
SIA
3
Soltis Investment Advisors
Utah
$8.74M 281,158 -20,080 -7%
LPL Financial
4
LPL Financial
California
$4.58M 147,311 -15,970 -10%
WGCA
5
Wolf Group Capital Advisors
Virginia
$1.94M 73,826
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.67M 53,697 -14,028 -21%
Morgan Stanley
7
Morgan Stanley
New York
$1.64M 52,627 -75,299 -59%
Goldman Sachs
8
Goldman Sachs
New York
$1.35M 43,353 +2,313 +6%
GS
9
GTS Securities
New York
$1.11M 35,885 -100 -0.3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.05M 33,669 -9,849 -23%
OIA
11
OneDigital Investment Advisors
Kansas
$1.03M 33,205 -19,722 -37%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$750K 24,131 -5,276 -18%
Citadel Advisors
13
Citadel Advisors
Florida
$713K 22,953 -26,627 -54%
Jane Street
14
Jane Street
New York
$638K 20,523 +20,523 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$563K 18,127 -274 -1%
GM
16
GeoWealth Management
Illinois
$514K 16,539 -2,349 -12%
GAA
17
Global Assets Advisory
Florida
$500K 15,485 +15,485 New
BWA
18
BlueChip Wealth Advisors
Georgia
$465K 14,969
RJFSA
19
Raymond James Financial Services Advisors
Florida
$440K 14,169 -9,332 -40%
SOS
20
Silver Oak Securities
Tennessee
$410K 13,203 -40,508 -75%
AAS
21
Ameritas Advisory Services
Nebraska
$405K 13,038 +798 +7%
KDA
22
Kraft Davis & Associates
Missouri
$382K 12,364 -668 -5%
WAS
23
Wealth Advisory Solutions
Indiana
$356K 11,452 +11,452 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$349K 11,223 -2,516 -18%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$338K 10,872