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First Trust Lunt US Factor Rotation ETF
FCTR

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.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

24.96% more ownership

Funds ownership: 78.01% → 102.97% (+25%)

19% more capital invested

Capital invested by funds: $54.8M → $65.2M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less funds holding

Funds holding: 36 → 31 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

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
Geneos Wealth Management
Colorado
+$18.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
3
BWA
BlueChip Wealth Advisors
Georgia
+$189K
4
LCM
Lunt Capital Management
Utah
+$168K
5
GM
GeoWealth Management
Illinois
+$133K

Top Sellers

1
WGCA
Wolf Group Capital Advisors
Virginia
-$1.94M
2
SIA
Soltis Investment Advisors
Utah
-$1.07M
3
Jane Street
Jane Street
New York
-$911K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$414K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$29.3M +$18.3M +557,795 +143%
LCM
2
Lunt Capital Management
Utah
$9.89M +$168K +5,116 +2%
LPL Financial
3
LPL Financial
California
$6.09M +$72K +2,194 +1%
SIA
4
Soltis Investment Advisors
Utah
$4.74M -$1.07M -32,688 -18%
Morgan Stanley
5
Morgan Stanley
New York
$4.09M -$187K -5,682 -4%
SOS
6
Silver Oak Securities
Tennessee
$2.3M +$22.1K +672 +0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.52M +$1.14M +34,617 +236%
Goldman Sachs
8
Goldman Sachs
New York
$1.52M +$11.6K +353 +0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$1.5M +$16.1K +491 +1%
GM
10
GeoWealth Management
Illinois
$898K +$133K +4,059 +16%
Jane Street
11
Jane Street
New York
$376K -$911K -27,736 -70%
BWA
12
BlueChip Wealth Advisors
Georgia
$374K +$189K +5,769 +91%
KDA
13
Kraft Davis & Associates
Missouri
$369K – – –
WAS
14
Wealth Advisory Solutions
Indiana
$353K -$492 -15 -0.1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$279K -$3.32K -101 -1%
Stifel Financial
16
Stifel Financial
Missouri
$278K +$30.9K +941 +12%
Raymond James Financial
17
Raymond James Financial
Florida
$223K -$13.1K -400 -5%
UAG
18
United Advisor Group
Ohio
$222K – – –
AI
19
Atria Investments
North Carolina
$219K +$328 +10 +0.1%
HI
20
Harbour Investments
Wisconsin
$186K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$180K +$101K +3,073 +112%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$136K +$131 +4 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$99K -$414K -12,612 -80%
CAM
24
Creekmur Asset Management
Illinois
$43.7K – – –
SPIA
25
Steward Partners Investment Advisory
New York
$33.5K – – –
1
2

FCTR Hedge Fund Activity: Q1 2025 in Review

31 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2025, worth a combined $65.2M — up 19% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCTR and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was Geneos Wealth Management, adding an estimated $18.3M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $1.94M sold.

  • 31 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $65.2M of First Trust Lunt US Factor Rotation ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 1 fund opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $18.3M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2025 was Wolf Group Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2025.