First Trust Lunt US Factor Rotation ETF
FCTR
46 hedge funds and large institutions have $53M 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.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5.03% more ownership
Funds ownership: 65.12% → 70.15% (+5%)
5% more funds holding
Funds holding: 44 → 46 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $55.1M → $53M (-$2.04M)
80% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$596K |
| 2 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$333K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$204K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$199K |
| 5 |
Goldman Sachs
New York
|
+$67.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.74M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$774K |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$583K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$573K |
FCTR Hedge Fund Activity: Q1 2024 in Review
46 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2024, worth a combined $53M — down 3.7% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FCTR positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 25 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $596K. The largest seller was Geneos Wealth Management, cutting an estimated $1.74M.
- 46 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2024, up from 44 in Q4 2023.
- Funds reported $53M of First Trust Lunt US Factor Rotation ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
- 8 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2024 and 6 closed out, a net change of +2 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2024 was Jane Street, an estimated $596K added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2024 was Geneos Wealth Management, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2024.