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First Trust Lunt US Factor Rotation ETF

23 hedge funds and large institutions have $36.9M invested in First Trust Lunt US Factor Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 74.78%73.78% (-1%)

8% less capital invested

Capital invested by funds: $40M → $36.9M (-$3.17M)

15% less funds holding

Funds holding: 2723 (-4)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
6
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$11M -$910K -24,746 -7%
LCM
2
Lunt Capital Management
Utah
$10.3M +$7.68K +209 +0.1%
LPL Financial
3
LPL Financial
California
$4.47M -$399K -10,842 -8%
SIA
4
Soltis Investment Advisors
Utah
$4.45M -$41.7K -1,133 -0.9%
Goldman Sachs
5
Goldman Sachs
New York
$2.16M -$956 -26 -0%
GM
6
GeoWealth Management
Illinois
$861K -$6.43K -175 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$540K -$876K -23,819 -61%
KDA
8
Kraft Davis & Associates
Missouri
$459K
FFA
9
Farther Finance Advisors
California
$358K -$54.8K -1,491 -13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$343K +$92.7K +2,521 +36%
Raymond James Financial
11
Raymond James Financial
Florida
$320K +$330K +8,964 New
HI
12
Harbour Investments
Wisconsin
$294K +$88.8K +2,415 +41%
WAS
13
Wealth Advisory Solutions
Indiana
$276K
AI
14
Atria Investments
North Carolina
$259K +$147 +4 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$245K +$15.5K +422 +7%
UAG
16
United Advisor Group
Ohio
$217K -$31.4K -855 -12%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$203K -$35.9K -977 -15%
Osaic Holdings
18
Osaic Holdings
Arizona
$104K -$100K -2,722 -48%
UBS Group
19
UBS Group
Switzerland
$17.2K +$9.63K +262 +119%
SPIA
20
Steward Partners Investment Advisory
New York
$6.83K
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$5.21K
PA
22
Parallel Advisors
California
$3.57K +$3.68K +100 New
MSWA
23
Marshall & Sterling Wealth Advisors
New York
$1.11K -$79.4K -2,159 -99%
Jane Street
24
Jane Street
New York
-$440K -12,338 Closed
BWA
25
BlueChip Wealth Advisors
Georgia
-$431K -12,096 Closed

FCTR Hedge Fund Activity: Q1 2026 in Review

23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Lunt US Factor Rotation ETF (FCTR) for Q1 2026, worth a combined $36.9M — down 7.9% from $40M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCTR and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $330K. The largest seller was Geneos Wealth Management, cutting an estimated $910K.

  • 23 institutional investors held First Trust Lunt US Factor Rotation ETF (FCTR) as of Q1 2026, down from 27 in Q4 2025.
  • Funds reported $36.9M of First Trust Lunt US Factor Rotation ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 2 funds opened new First Trust Lunt US Factor Rotation ETF positions in Q1 2026 and 6 closed out, a net change of -4 holders.
  • The largest First Trust Lunt US Factor Rotation ETF buyer in Q1 2026 was Raymond James Financial, an estimated $330K added.
  • The largest First Trust Lunt US Factor Rotation ETF seller in Q1 2026 was Geneos Wealth Management, an estimated $910K sold.

Based on aggregated 13F filings for Q1 2026.