First Trust Lunt US Factor Rotation ETF
FCTR
42 hedge funds and large institutions have $49M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 5 closing their positions.
3.44% more ownership
Funds ownership: 70.43% → 73.88% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $50.2M → $49M (-$1.21M)
5% less funds holding
Funds holding: 44 → 42 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
+$2.23M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.69M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$836K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$712K |
| 5 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$2.38M |
| 2 |
Morgan Stanley
New York
|
-$2.14M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$783K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$246K |
FCTR Hedge Fund Activity: Q3 2024 in Review
42 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2024, worth a combined $49M — down 2.4% from $50.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FCTR and 4 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 11 added.
The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $2.23M. The largest seller was Soltis Investment Advisors, cutting an estimated $2.38M.
- 42 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2024, down from 44 in Q2 2024.
- Funds reported $49M of First Trust Lunt US Factor Rotation ETF stock for Q3 2024, down 2.4% quarter-over-quarter.
- 4 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2024 and 5 closed out, a net change of -1 holder.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2024 was Wolf Group Capital Advisors, an estimated $2.23M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q3 2024 was Soltis Investment Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2024.