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First Trust Lunt US Factor Rotation ETF

29 hedge funds and large institutions have $43.6M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3129 (-2)

8.84% less ownership

Funds ownership: 81.01%72.17% (-8.8%)

17% less capital invested

Capital invested by funds: $52.3M → $43.6M (-$8.76M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$12.3M -$2.41M -70,062 -17%
LCM
2
Lunt Capital Management
Utah
$10.8M -$565K -16,425 -5%
LPL Financial
3
LPL Financial
California
$5.22M -$130K -3,776 -3%
SIA
4
Soltis Investment Advisors
Utah
$4.67M -$548K -15,940 -11%
Goldman Sachs
5
Goldman Sachs
New York
$2.11M +$175K +5,086 +9%
Morgan Stanley
6
Morgan Stanley
New York
$1.44M -$3.33M -96,898 -70%
Citadel Advisors
7
Citadel Advisors
Florida
$1.25M -$434K -12,606 -26%
Jane Street
8
Jane Street
New York
$1.05M +$1.01M +29,453 New
GM
9
GeoWealth Management
Illinois
$992K -$87.7K -2,550 -8%
KDA
10
Kraft Davis & Associates
Missouri
$443K
WAS
11
Wealth Advisory Solutions
Indiana
$355K -$48.4K -1,407 -12%
Stifel Financial
12
Stifel Financial
Missouri
$306K +$5.61K +163 +2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$295K
AI
14
Atria Investments
North Carolina
$260K -$929 -27 -0.4%
UAG
15
United Advisor Group
Ohio
$247K -$8.5K -247 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$235K -$4.3K -125 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$231K -$1.28M -37,319 -85%
BWA
18
BlueChip Wealth Advisors
Georgia
$225K -$199K -5,769 -48%
UBS Group
19
UBS Group
Switzerland
$212K +$159K +4,622 +341%
HI
20
Harbour Investments
Wisconsin
$207K -$2.48K -72 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$203K
FFA
22
Farther Finance Advisors
California
$188K +$182K +5,298 New
MSWA
23
Marshall & Sterling Wealth Advisors
New York
$154K +$103 +3 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$79K +$791 +23 +1%
CAM
25
Creekmur Asset Management
Illinois
$49.9K -$275 -8 -0.6%

FCTR Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q3 2025, worth a combined $43.6M — down 17% from $52.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCTR and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.01M. The largest seller was Morgan Stanley, cutting an estimated $3.33M.

  • 29 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q3 2025, down from 31 in Q2 2025.
  • Funds reported $43.6M of First Trust Lunt US Factor Rotation ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q3 2025 and 5 closed out, a net change of -2 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q3 2025 was Jane Street, an estimated $1.01M added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2025.