First Trust Lunt US Factor Rotation ETF
FCTR
36 hedge funds and large institutions have $54.8M invested in First Trust Lunt US Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $49M → $54.8M (+$5.74M)
4.14% more ownership
Funds ownership: 73.88% → 78.01% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 42 → 36 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$508K |
| 4 |
LCM
Lunt Capital Management
Holladay,
Utah
|
+$469K |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$800K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$429K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$286K |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$284K |
| 5 |
BBW
Blue Barn Wealth
Orem,
Utah
|
-$276K |
FCTR Hedge Fund Activity: Q4 2024 in Review
36 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2024, worth a combined $54.8M — up 12% from $49M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FCTR and 3 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $3.22M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $800K sold.
- 36 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2024, down from 42 in Q3 2024.
- Funds reported $54.8M of First Trust Lunt US Factor Rotation ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2024 and 8 closed out, a net change of -5 holders.
- The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2024 was Morgan Stanley, an estimated $3.22M added.
- The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $800K sold.
Based on aggregated 13F filings for Q4 2024.