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First Trust Lunt US Factor Rotation ETF
FCTR

Overview Fund Activity

31 hedge funds and large institutions have $65.2M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-5
Holders Change %
-13.89%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$29.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.52M
3
BWA
3
BlueChip Wealth Advisors
Georgia
$374K
4
LCM
4
Lunt Capital Management
Utah
$9.89M
5
GM
5
GeoWealth Management
Illinois
$898K

Top Sellers

1
WGCA
1
Wolf Group Capital Advisors
Virginia
$0
2
SIA
2
Soltis Investment Advisors
Utah
$4.74M
3
Jane Street
3
Jane Street
New York
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$99K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$29.3M 946,678 +557,795 +143%
LCM
2
Lunt Capital Management
Utah
$9.89M 319,741 +5,116 +2%
LPL Financial
3
LPL Financial
California
$6.09M 196,892 +2,194 +1%
SIA
4
Soltis Investment Advisors
Utah
$4.74M 153,287 -32,688 -18%
Morgan Stanley
5
Morgan Stanley
New York
$4.09M 132,168 -5,682 -4%
SOS
6
Silver Oak Securities
Tennessee
$2.3M 74,816 +672 +0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.52M 49,314 +34,617 +236%
Goldman Sachs
8
Goldman Sachs
New York
$1.52M 49,224 +353 +0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$1.5M 48,520 +491 +1%
GM
10
GeoWealth Management
Illinois
$898K 29,046 +4,059 +16%
Jane Street
11
Jane Street
New York
$376K 12,166 -27,736 -70%
BWA
12
BlueChip Wealth Advisors
Georgia
$374K 12,096 +5,769 +91%
KDA
13
Kraft Davis & Associates
Missouri
$369K 12,365 – –
WAS
14
Wealth Advisory Solutions
Indiana
$353K 11,426 -15 -0.1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$279K 9,015 -101 -1%
Stifel Financial
16
Stifel Financial
Missouri
$278K 9,001 +941 +12%
Raymond James Financial
17
Raymond James Financial
Florida
$223K 7,199 -400 -5%
UAG
18
United Advisor Group
Ohio
$222K 7,194 – –
AI
19
Atria Investments
North Carolina
$219K 7,094 +10 +0.1%
HI
20
Harbour Investments
Wisconsin
$186K 6,001 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$180K 5,815 +3,073 +112%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$136K 4,387 +4 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$99K 3,198 -12,612 -80%
CAM
24
Creekmur Asset Management
Illinois
$43.7K 1,412 – –
SPIA
25
Steward Partners Investment Advisory
New York
$33.5K 1,084 – –
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