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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

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.

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
6
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
LPL Financial
2
LPL Financial
California
$6.41M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.58M
4
LCM
4
Lunt Capital Management
Utah
$10.4M
5
Raymond James Financial
5
Raymond James Financial
Florida
$250K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$484K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
BFA
4
Beacon Financial Advisory
Ohio
$0
5
BBW
5
Blue Barn Wealth
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$12.8M 388,883 -4,223 -1%
LCM
2
Lunt Capital Management
Utah
$10.4M 314,625 +14,192 +5%
LPL Financial
3
LPL Financial
California
$6.41M 194,698 +52,169 +37%
SIA
4
Soltis Investment Advisors
Utah
$6.13M 185,975 -1,326 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$4.54M 137,850 +97,444 +241%
SOS
6
Silver Oak Securities
Tennessee
$2.45M 74,144 +6,576 +10%
WGCA
7
Wolf Group Capital Advisors
Virginia
$1.94M 73,826 – –
Goldman Sachs
8
Goldman Sachs
New York
$1.61M 48,871 -1,322 -3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.58M 48,029 +15,392 +47%
Jane Street
10
Jane Street
New York
$1.31M 39,902 +5,403 +16%
GM
11
GeoWealth Management
Illinois
$823K 24,987 -1,007 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$521K 15,810 -2,682 -15%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$484K 14,697 -13,000 -47%
KDA
14
Kraft Davis & Associates
Missouri
$422K 12,365 – –
WAS
15
Wealth Advisory Solutions
Indiana
$377K 11,441 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$330K 10,032 -74 -0.7%
OIA
17
OneDigital Investment Advisors
Kansas
$323K 9,792 -938 -9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$300K 9,116 -1,087 -11%
CWA
19
Clarus Wealth Advisors
Arizona
$287K 8,902 -194 -2%
Stifel Financial
20
Stifel Financial
Missouri
$266K 8,060 -2 -0%
Raymond James Financial
21
Raymond James Financial
Florida
$250K 7,599 +7,599 New
UAG
22
United Advisor Group
Ohio
$237K 7,194 +7,194 New
AI
23
Atria Investments
North Carolina
$233K 7,084 -218 -3%
BWA
24
BlueChip Wealth Advisors
Georgia
$208K 6,327 -8,225 -57%
HI
25
Harbour Investments
Wisconsin
$198K 6,001 -1,501 -20%
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