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First Trust Lunt U.S. Factor Rotation ETF (FCTR) Institutional Ownership

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$30.72
-0.06 (-0.19%)
(As of 05/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Lunt U.S. Factor Rotation ETF (BATS:FCTR)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$15.82M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$73.94M
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FCTR Institutional Buying and Selling by Quarter

First Trust Lunt U.S. Factor Rotation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC7,034$219K0.0%N/A0.299%
5/4/2024 Geneos Wealth Management Inc.403,985$12.55M0.6%-12.9%16.833%
4/23/2024 Lunt Capital Management Inc.282,016$8.76M4.4%-2.4%11.751%
4/23/2024 Wealth Advisory Solutions LLC11,452$356K0.1%N/A0.477%
4/23/2024 Strategic Blueprint LLC6,856$213K0.0%N/A0.286%
4/12/2024 Global Assets Advisory LLC15,485$500K0.0%N/A0.282%
4/11/2024 Clarus Wealth Advisors9,427$286K0.2%-29.8%0.171%
3/15/2024 BlueChip Wealth Advisors LLC14,969$416K0.3%N/A0.272%
3/8/2024ICA Group Wealth Management LLC14,343$399K0.1%-11.7%0.261%
3/1/2024Creekmur Asset Management LLC1,589$44K0.0%N/A0.029%
2/6/2024 Private Advisor Group LLC7,695$214K0.0%-13.4%0.140%
2/5/2024 Silver Oak Securities Incorporated53,711$1.49M0.2%+192.1%0.977%
2/1/2024 CWM LLC10,872$302K0.0%-5.8%0.198%
1/31/2024Kraft Davis & Associates LLC13,032$364K0.1%-10.1%0.237%
1/30/2024 Lunt Capital Management Inc.288,999$8.03M4.2%-2.4%5.255%
1/26/2024 Soltis Investment Advisors LLC301,238$8.37M0.9%-70.5%5.477%
1/26/2024 Geneos Wealth Management Inc.463,776$12.89M0.6%-3.3%8.432%
1/25/2024 International Assets Investment Management LLC129,224$3.59M0.0%N/A2.350%
1/24/2024 International Assets Investment Management LLC129,224$3.59M0.0%N/A2.350%
1/22/2024 Wolf Group Capital Advisors73,826$1.94M0.9%N/A1.342%
1/22/2024 Clarus Wealth Advisors13,422$362K0.2%N/A0.244%
1/16/2024 Raymond James Financial Services Advisors Inc.23,501$653K0.0%-18.2%0.427%
11/20/2023 Silver Oak Securities Incorporated18,385$453K0.1%-60.2%0.334%
11/16/2023Harbour Investments Inc.29,423$725K0.0%-3.4%0.535%
11/13/2023 LPL Financial LLC186,261$4.59M0.0%-25.3%3.387%
11/8/2023 Soltis Investment Advisors LLC1,019,979$25.12M3.2%-7.2%18.545%
11/3/2023 Private Advisor Group LLC8,884$219K0.0%-17.5%0.162%
10/31/2023 Lunt Capital Management Inc.296,151$7.30M3.8%+5.0%5.385%
10/24/2023 Raymond James Financial Services Advisors Inc.28,730$708K0.0%-23.2%0.522%
10/23/2023Commonwealth Equity Services LLC21,869$539K0.0%-7.0%0.398%
10/19/2023 Patriot Financial Group Insurance Agency LLC126,540$3.12M0.6%-1.9%2.301%
10/13/2023Key Bridge Compliance LLC11,820$291K0.1%N/A0.215%
10/11/2023 Geneos Wealth Management Inc.479,699$11.82M0.6%-25.3%8.722%
10/11/2023 CWM LLC11,538$284K0.0%+16.8%0.210%
8/10/2023GeoWealth Management LLC26,352$692K0.1%+127.4%0.479%
8/9/2023 Spire Wealth Management1,879$49K0.0%-82.6%0.034%
8/9/2023Flow Traders U.S. LLC13,982$367K0.0%N/A0.254%
8/9/2023 Soltis Investment Advisors LLC1,099,588$28.89M3.4%-12.5%13.831%
8/8/2023 Geneos Wealth Management Inc.641,986$16.87M0.9%+9.3%8.075%
8/7/2023 Wealth Advisory Solutions LLC13,280$349K0.1%-2.8%0.167%
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8/3/2023 CWM LLC9,880$260K0.0%+32.4%0.124%
8/3/2023 Eldridge Investment Advisors Inc.244,947$6.44M2.1%-35.3%3.081%
8/2/2023 Silver Oak Securities Incorporated46,165$1.21M0.2%-8.3%0.581%
8/1/2023 Truist Financial Corp9,140$240K0.0%-96.2%0.115%
8/1/2023 Sutton Place Investors LLC16,465$433K0.6%-49.9%0.207%
7/31/2023 LPL Financial LLC249,288$6.55M0.0%-78.2%3.136%
7/31/2023 Wolf Group Capital Advisors73,405$1.83M0.9%+9.3%0.923%
7/28/2023 Capital Investment Advisory Services LLC1,282$34K0.0%-44.5%0.016%
7/25/2023 Raymond James Financial Services Advisors Inc.37,390$982K0.0%-5.8%0.470%
7/17/2023 Patriot Financial Group Insurance Agency LLC129,017$3.39M0.6%-5.4%1.623%
7/17/2023 Ergawealth Advisors Inc.7,677$202K0.1%-50.8%0.097%
7/13/2023 Cambridge Investment Research Advisors Inc.9,145$240K0.0%-67.6%0.115%
7/11/2023 LifePro Asset Management7,872$207K0.2%-26.6%0.099%
7/10/2023 Clarus Wealth Advisors14,170$372K0.2%N/A0.178%
6/5/2023 Level Four Advisory Services LLC8,392$230K0.0%+12.0%0.101%
5/15/2023 Eldridge Investment Advisors Inc.378,530$10.39M3.6%-22.6%4.561%
5/12/2023GeoWealth Management LLC11,590$318K0.0%+3.8%0.140%
5/12/2023 Moloney Securities Asset Management LLC7,431$204K0.0%N/A0.090%
5/11/2023Insigneo Advisory Services LLC8,162$224K0.1%-5.5%0.098%
5/10/2023 Private Advisor Group LLC10,749$295K0.0%N/A0.130%
5/10/2023 Resources Investment Advisors LLC.52,091$1.43M0.0%-3.1%0.628%
5/10/2023 LPL Financial LLC1,143,954$31.39M0.0%-7.4%13.783%
5/9/2023 Spire Wealth Management10,789$296K0.0%N/A0.130%
5/9/2023ARQ Wealth Advisors LLC191,695$5.26M3.9%+17.6%2.310%
5/5/2023 Truist Financial Corp240,227$6.59M0.0%-15.1%2.894%
5/5/2023Capital Analysts LLC2,276$62K0.0%-18.8%0.027%
5/5/2023 Silver Oak Securities Incorporated50,319$1.38M0.2%+250.6%0.606%
5/3/2023 Soltis Investment Advisors LLC1,257,053$34.50M4.4%-8.5%15.145%
5/2/2023 Pitti Group Wealth Management LLC14,414$396K0.4%+4.8%0.174%
5/2/2023 SkyOak Wealth LLC226,209$6.21M1.9%-2.1%2.725%
5/2/2023 Ergawealth Advisors Inc.15,614$428K0.3%-56.5%0.188%
4/28/2023Ameritas Advisory Services LLC67,670$1.83M0.1%+50.1%0.815%
4/28/2023 Janney Montgomery Scott LLC88,222$2.42M0.0%+50.4%1.063%
4/27/2023Simplicity Solutions LLC72,331$1.99M0.1%+18.6%0.871%
4/25/2023 Geneos Wealth Management Inc.587,458$16.12M1.0%+11.6%7.078%
4/20/2023 Patriot Financial Group Insurance Agency LLC136,430$3.74M0.8%-57.0%1.644%
4/14/2023 Raymond James Financial Services Advisors Inc.39,699$1.09M0.0%-12.8%0.478%
2/13/2023GeoWealth Management LLC11,170$312K0.0%N/A0.000%
2/13/2023 Kingsview Wealth Management LLC7,893$220K0.0%-8.6%0.000%
2/13/2023Integrated Wealth Concepts LLC50,446$1.41M0.0%+1.3%0.000%
2/10/2023Ameritas Advisory Services LLC45,088$1.26M0.1%+5.8%0.000%
2/10/2023 Advisor Group Holdings Inc.90,146$2.52M0.0%-19.5%0.000%
2/10/2023 ProVise Management Group LLC51,253$1.43M0.1%-24.3%0.000%
2/9/2023 Soltis Investment Advisors LLC1,373,639$38.33M5.0%-8.1%0.000%
2/9/2023Mercer Global Advisors Inc. ADV208,995$5.83M0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.45,502$1.27M0.0%-91.6%0.000%
2/8/2023Capital Analysts LLC2,803$78K0.0%+23.2%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.36,775$1.03M0.0%-12.8%0.000%
2/8/2023ARQ Wealth Advisors LLC162,949$4.55M3.0%+2.6%0.000%
2/7/2023Commonwealth Equity Services LLC51,900$1.45M0.0%+19.1%0.000%
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2/7/2023 LPL Financial LLC1,234,973$34.46M0.0%-26.1%0.000%
2/7/2023IFP Advisors Inc5,350$117K0.0%-22.0%0.000%
2/7/2023 Envestnet Asset Management Inc.81,814$2.28M0.0%-16.1%0.000%
2/7/2023 Wolf Group Capital Advisors63,773$1.78M0.8%+7.8%0.000%
2/3/2023 Eldridge Investment Advisors Inc.489,136$13.65M4.8%+4.9%0.000%
2/3/2023 Capital Investment Advisory Services LLC2,307$64K0.0%+63.8%0.000%
2/2/2023Simplicity Solutions LLC60,973$1.70M0.2%-17.1%0.000%
2/2/2023 Silver Oak Securities Incorporated14,352$400K0.1%N/A0.000%
2/2/2023 Resources Investment Advisors LLC.53,764$1.50M0.0%-2.4%0.000%
2/1/2023 CWM LLC7,461$208K0.0%+9.1%0.000%
(Data available from 1/1/2016 forward)

FCTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCTR shares?

During the previous two years, 55 institutional investors and hedge funds held shares of First Trust Lunt U.S. Factor Rotation ETF. The most heavily invested institutionals were Geneos Wealth Management Inc. ($12.55M), Lunt Capital Management Inc. ($8.76M), Soltis Investment Advisors LLC ($8.37M), Eldridge Investment Advisors Inc. ($6.44M), SkyOak Wealth LLC ($6.21M), Mercer Global Advisors Inc. ADV ($5.83M), and ARQ Wealth Advisors LLC ($5.26M).Learn more on FCTR's institutional investors.

Which institutional investors have been buying First Trust Lunt U.S. Factor Rotation ETF stock?

Of the 31 institutional investors that purchased First Trust Lunt U.S. Factor Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($258.45K), Mercer Global Advisors Inc. ADV ($209.00K), Geneos Wealth Management Inc. ($172.13K), Janney Montgomery Scott LLC ($88.22K), Silver Oak Securities Incorporated ($85.65K), Wolf Group Capital Advisors ($84.70K), and ARQ Wealth Advisors LLC ($32.90K).

How much institutional buying is happening at First Trust Lunt U.S. Factor Rotation ETF?

Institutional investors have bought a total of 1,190,940 shares in the last 24 months. This purchase volume represents approximately $32.96M in transactions.

Which First Trust Lunt U.S. Factor Rotation ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold First Trust Lunt U.S. Factor Rotation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($1.49M), Soltis Investment Advisors LLC ($1.19M), Raymond James Financial Services Advisors Inc. ($520.78K), Truist Financial Corp ($273.79K), Eldridge Investment Advisors Inc. ($244.19K), Geneos Wealth Management Inc. ($238.00K), and Patriot Financial Group Insurance Agency LLC ($192.79K).

How much institutional selling is happening at First Trust Lunt U.S. Factor Rotation ETF?

Institutional investors have sold a total of 4,552,611 shares in the last 24 months. This volume of shares sold represents approximately $123.48M in transactions.


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This page (BATS:FCTR) was last updated on 5/14/2024 by MarketBeat.com Staff

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