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First Trust Lunt US Factor Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$58.7M +$6.04M +170,707 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$48.7M +$8.55M +241,445 +20%
GWM
3
Geneos Wealth Management
Colorado
$32.7M +$4.77M +134,815 +16%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M +$31.7M +895,874 New
TWM
5
TMD Wealth Management
Arizona
$29.6M +$30.8M +870,491 New
LPL Financial
6
LPL Financial
California
$27.9M +$17.5M +493,471 +151%
GVAG
7
Great Valley Advisor Group
Delaware
$23M +$20.9M +590,809 +692%
EIA
8
Eldridge Investment Advisors
New Hampshire
$13.3M +$1.25M +35,193 +10%
Truist Financial
9
Truist Financial
North Carolina
$12.8M +$12.5M +352,394 +1,546%
AI
10
Atria Investments
North Carolina
$11.8M +$443K +12,529 +4%
CAS
11
Cascadia Advisory Services
Oregon
$11.3M +$304K +8,586 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.34M +$2.85M +80,563 +49%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$7.83M +$8.14M +230,127 New
AW
14
ACG Wealth
Georgia
$6.95M -$315K -8,903 -4%
Stifel Financial
15
Stifel Financial
Missouri
$6.47M +$2.88M +81,383 +75%
ST
16
Spinnaker Trust
Maine
$6.33M +$467K +13,202 +8%
LCWP
17
Legacy Capital Wealth Partners
Arkansas
$5.96M +$6.2M +175,164 New
AGA
18
Accuvest Global Advisors
Utah
$4.32M -$220K -6,219 -5%
PA
19
PSI Advisors
Florida
$4.3M -$105K -2,973 -2%
AWA
20
ARQ Wealth Advisors
Arizona
$4.21M +$4.38M +123,702 New
PMG
21
ProVise Management Group
Florida
$3.94M +$7.22K +204 +0.2%
KAS
22
Kestra Advisory Services
Texas
$3.93M +$4.09M +115,455 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.82M +$1.49M +42,199 +60%
SAM
24
Secure Asset Management
Michigan
$2.8M +$2.91M +82,267 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.37M +$1.15M +32,548 +88%