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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
$28.9M -$4.05M -157,465 -13%
GWM
2
Geneos Wealth Management
Colorado
$16.9M +$1.4M +54,528 +9%
LCM
3
Lunt Capital Management
Utah
$7.41M +$7.26M +282,006 New
LPL Financial
4
LPL Financial
California
$6.55M -$23M -894,666 -78%
EIA
5
Eldridge Investment Advisors
New Hampshire
$6.43M -$3.44M -133,583 -35%
Morgan Stanley
6
Morgan Stanley
New York
$4.29M -$969K -37,658 -19%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$3.39M -$191K -7,413 -5%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.74M -$2.53M -98,449 -49%
WGCA
9
Wolf Group Capital Advisors
Virginia
$1.83M +$161K +6,242 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.73M -$14.6K -566 -0.9%
OIA
11
OneDigital Investment Advisors
Kansas
$1.34M -$31.4K -1,219 -2%
SOS
12
Silver Oak Securities
Tennessee
$1.21M -$107K -4,154 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$982K -$59.4K -2,309 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$950K -$1.24M -48,294 -57%
HI
15
Harbour Investments
Wisconsin
$800K -$123K -4,786 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$764K -$1.11M -43,052 -60%
GM
17
GeoWealth Management
Illinois
$692K +$380K +14,762 +127%
KOC
18
Koss-Olinger Consulting
Florida
$643K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$641K -$562K -21,842 -47%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$618K -$409K -15,883 -40%
Stifel Financial
21
Stifel Financial
Missouri
$473K +$464K +18,016 New
IGWM
22
ICA Group Wealth Management
Colorado
$435K -$3.11K -121 -0.7%
SPI
23
Sutton Place Investors
New York
$433K -$422K -16,405 -50%
Goldman Sachs
24
Goldman Sachs
New York
$418K -$912K -35,444 -69%
VWA
25
Visionary Wealth Advisors
Illinois
$381K