First Trust Lunt US Factor Rotation ETF
FCTR
44 hedge funds and large institutions have $50.2M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 70.76% → 70.43% (-0.33%)
4% less funds holding
Funds holding: 46 → 44 (-2)
6% less capital invested
Capital invested by funds: $53.5M → $50.2M (-$3.28M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.8M |
| 2 |
Jane Street
New York
|
+$291K |
| 3 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$280K |
| 4 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$213K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$1.94M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$750K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$685K |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$500K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$480K |
FCTR Hedge Fund Activity: Q2 2024 in Review
44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q2 2024, worth a combined $50.2M — down 6.1% from $53.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FCTR and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 11 added.
The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $1.94M sold.
- 44 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q2 2024, down from 46 in Q1 2024.
- Funds reported $50.2M of First Trust Lunt US Factor Rotation ETF stock for Q2 2024, down 6.1% quarter-over-quarter.
- 5 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q2 2024 and 7 closed out, a net change of -2 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.8M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q2 2024 was Wolf Group Capital Advisors, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2024.