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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
11
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$1.94M
2
SOS
2
Silver Oak Securities
Tennessee
$2.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$861K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
LCM
5
Lunt Capital Management
Utah
$9.34M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$5.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.26M
3
GS
3
GTS Securities
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$575K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$12.2M 393,106 +4,740 +1%
LCM
2
Lunt Capital Management
Utah
$9.34M 300,433 +11,494 +4%
SIA
3
Soltis Investment Advisors
Utah
$5.82M 187,301 -78,860 -30%
LPL Financial
4
LPL Financial
California
$4.43M 142,529 -6,070 -4%
SOS
5
Silver Oak Securities
Tennessee
$2.1M 67,568 +55,897 +479%
WGCA
6
Wolf Group Capital Advisors
Virginia
$1.94M 73,826 +73,826 New
Goldman Sachs
7
Goldman Sachs
New York
$1.56M 50,193 +2,579 +5%
Morgan Stanley
8
Morgan Stanley
New York
$1.26M 40,406 -70,837 -64%
Jane Street
9
Jane Street
New York
$1.07M 34,499 +4,519 +15%
Citadel Advisors
10
Citadel Advisors
Florida
$1.01M 32,637 +23,587 +261%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$861K 27,697 +27,697 New
GM
12
GeoWealth Management
Illinois
$808K 25,994 +6,736 +35%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$800K 25,868 -3,319 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$575K 18,492 -25,931 -58%
BWA
15
BlueChip Wealth Advisors
Georgia
$453K 14,552 -1,140 -7%
KDA
16
Kraft Davis & Associates
Missouri
$387K 12,365 +1 +0%
WAS
17
Wealth Advisory Solutions
Indiana
$356K 11,441 -11 -0.1%
OIA
18
OneDigital Investment Advisors
Kansas
$334K 10,730 -174 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$317K 10,203 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$314K 10,106 -5,130 -34%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$286K 9,180 -283 -3%
BFA
22
Beacon Financial Advisory
Ohio
$284K 9,125 – –
CWA
23
Clarus Wealth Advisors
Arizona
$281K 9,096 +631 +7%
BBW
24
Blue Barn Wealth
Utah
$276K 8,867 +8,867 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$273K 8,769 -3,650 -29%
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