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First Trust Lunt US Factor Rotation ETF

31 hedge funds and large institutions have $52.3M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
0%
% 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
4
Increased
5
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1
Geneos Wealth Management
Colorado
$14.2M -$18M -530,234 -56%
LCM
2
Lunt Capital Management
Utah
$10.9M +$64.3K +1,893 +0.6%
LPL Financial
3
LPL Financial
California
$5.12M -$1.57M -46,200 -23%
SIA
4
Soltis Investment Advisors
Utah
$5.01M -$203K -5,962 -4%
Morgan Stanley
5
Morgan Stanley
New York
$4.67M +$180K +5,302 +4%
SOS
6
Silver Oak Securities
Tennessee
$2.54M -$2.04K -60 -0.1%
Goldman Sachs
7
Goldman Sachs
New York
$1.85M +$174K +5,127 +10%
Citadel Advisors
8
Citadel Advisors
Florida
$1.62M -$27.5K -809 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.49M -$186K -5,478 -11%
GM
10
GeoWealth Management
Illinois
$1.04M +$48.8K +1,436 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$442K +$442K +12,993 New
KDA
12
Kraft Davis & Associates
Missouri
$432K
BWA
13
BlueChip Wealth Advisors
Georgia
$411K
WAS
14
Wealth Advisory Solutions
Indiana
$387K -$1.12K -33 -0.3%
Stifel Financial
15
Stifel Financial
Missouri
$288K -$18.3K -539 -6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$282K -$24K -707 -8%
AI
17
Atria Investments
North Carolina
$250K +$8.46K +249 +4%
UAG
18
United Advisor Group
Ohio
$245K
Raymond James Financial
19
Raymond James Financial
Florida
$229K -$15.3K -450 -6%
BCI
20
Brinker Capital Investments
Pennsylvania
$201K +$201K +5,912 New
HI
21
Harbour Investments
Wisconsin
$200K -$3.64K -107 -2%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$147K -$1.66K -49 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$125K -$68.7K -2,067 -36%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$75K -$34.1K -1,000 -31%
CAM
25
Creekmur Asset Management
Illinois
$48K