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First Trust Lunt US Factor Rotation ETF

27 hedge funds and large institutions have $40M invested in First Trust Lunt US Factor Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% more ownership

Funds ownership: 72.17%74.78% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 2927 (-2)

8% less capital invested

Capital invested by funds: $43.6M → $40M (-$3.53M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 16

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
4
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$11.9M -$498K -14,057 -4%
LCM
2
Lunt Capital Management
Utah
$10.3M -$575K -16,229 -5%
LPL Financial
3
LPL Financial
California
$4.85M -$385K -10,878 -7%
SIA
4
Soltis Investment Advisors
Utah
$4.49M -$197K -5,563 -4%
Goldman Sachs
5
Goldman Sachs
New York
$2.16M +$36K +1,016 +2%
Morgan Stanley
6
Morgan Stanley
New York
$1.39M -$56.7K -1,602 -4%
GM
7
GeoWealth Management
Illinois
$867K -$129K -3,630 -13%
KDA
8
Kraft Davis & Associates
Missouri
$460K -$6.83K -193 -2%
Jane Street
9
Jane Street
New York
$440K -$606K -17,115 -58%
BWA
10
BlueChip Wealth Advisors
Georgia
$431K +$204K +5,769 +91%
FFA
11
Farther Finance Advisors
California
$410K +$219K +6,195 +117%
WAS
12
Wealth Advisory Solutions
Indiana
$277K -$79.1K -2,234 -22%
AI
13
Atria Investments
North Carolina
$259K -$2.02K -57 -0.8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$253K +$20.6K +582 +9%
UAG
15
United Advisor Group
Ohio
$248K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$238K -$58K -1,638 -20%
Stifel Financial
17
Stifel Financial
Missouri
$230K -$77.3K -2,182 -25%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$216K +$214K +6,057 New
HI
19
Harbour Investments
Wisconsin
$210K
Osaic Holdings
20
Osaic Holdings
Arizona
$202K -$4.32K -122 -2%
CP
21
Camelot Portfolios
Ohio
$108K +$107K +3,023 New
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$78.1K -$76.2K -2,151 -50%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$36K -$43.3K -1,222 -55%
UBS Group
24
UBS Group
Switzerland
$7.88K -$204K -5,755 -96%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.71K +$7.65K +216 New

FCTR Hedge Fund Activity: Q4 2025 in Review

27 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q4 2025, worth a combined $40M — down 8.1% from $43.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FCTR and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 4 added.

The largest buyer was Farther Finance Advisors, adding an estimated $219K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.

  • 27 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q4 2025, down from 29 in Q3 2025.
  • Funds reported $40M of First Trust Lunt US Factor Rotation ETF stock for Q4 2025, down 8.1% quarter-over-quarter.
  • 3 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q4 2025 was Farther Finance Advisors, an estimated $219K added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2025.