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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
11
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.45M
2
Jane Street
2
Jane Street
New York
$930K
3
BFA
3
Beacon Financial Advisory
Ohio
$283K
4
LCM
4
Lunt Capital Management
Utah
$8.96M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$419K

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OIA
3
OneDigital Investment Advisors
Kansas
$338K
4
GAA
4
Global Assets Advisory
Florida
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$12.1M 388,366 -15,619 -4%
LCM
2
Lunt Capital Management
Utah
$8.96M 288,939 +6,923 +2%
SIA
3
Soltis Investment Advisors
Utah
$8.26M 266,161 -14,997 -5%
LPL Financial
4
LPL Financial
California
$4.61M 148,599 +1,288 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$3.45M 111,243 +58,616 +111%
Goldman Sachs
6
Goldman Sachs
New York
$1.48M 47,614 +4,261 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.38M 44,423 -9,274 -17%
GS
8
GTS Securities
New York
$1.11M 35,685 -200 -0.6%
Jane Street
9
Jane Street
New York
$930K 29,980 +9,457 +46%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$906K 29,187 -4,482 -13%
GM
11
GeoWealth Management
Illinois
$598K 19,258 +2,719 +16%
BWA
12
BlueChip Wealth Advisors
Georgia
$487K 15,692 +723 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$473K 15,236 -2,891 -16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$419K 13,504 +5,308 +65%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$385K 12,419 -1,750 -12%
KDA
16
Kraft Davis & Associates
Missouri
$380K 12,364 – –
SOS
17
Silver Oak Securities
Tennessee
$362K 11,671 -1,532 -12%
WAS
18
Wealth Advisory Solutions
Indiana
$355K 11,452 – –
OIA
19
OneDigital Investment Advisors
Kansas
$338K 10,904 -22,301 -67%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$317K 10,203 -669 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$294K 9,463 -1,760 -16%
BFA
22
Beacon Financial Advisory
Ohio
$283K 9,125 +9,125 New
Citadel Advisors
23
Citadel Advisors
Florida
$281K 9,050 -13,903 -61%
CWA
24
Clarus Wealth Advisors
Arizona
$269K 8,465 -962 -10%
AAS
25
Ameritas Advisory Services
Nebraska
$246K 7,937 -5,101 -39%
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