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

$33.65 -0.33 (-0.97%)

(As of 12/17/2024 ET)

Number of Institutional Buyers (last 12 months): 14
Total Institutional Inflows (last 12 months): $14.95M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $27.21M

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FCTR Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/18/2024	Soltis Investment Advisors LLC	187,301	$5.83M	0.6%	-29.6%	7.970%
11/15/2024	Insigneo Advisory Services LLC	6,736	$209K	0.0%	-17.1%	0.287%
11/15/2024	Jane Street Group LLC	34,499	$1.07M	0.0%	+15.1%	1.468%
11/15/2024	Stifel Financial Corp	8,062	$251K	0.0%	+7.9%	0.343%
11/1/2024	Atria Investments Inc	7,302	$227K	0.0%	N/A	0.311%
10/24/2024	Lunt Capital Management Inc.	300,433	$9.34M	4.4%	+4.0%	12.784%
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10/23/2024	Silver Oak Securities Incorporated	67,568	$2.10M	0.2%	+478.9%	2.875%
10/9/2024	Clarus Wealth Advisors	9,096	$281K	0.1%	+7.5%	0.387%
8/12/2024	Mercer Global Advisors Inc. ADV	29,187	$906K	0.0%	-13.3%	1.242%
7/31/2024	Commonwealth Equity Services LLC	15,236	$473K	0.0%	-15.9%	0.648%
7/30/2024	International Assets Investment Management LLC	4,850	$150K	0.0%	N/A	0.206%
7/29/2024	Ameritas Advisory Services LLC	7,937	$246K	0.0%	-39.1%	0.338%
7/26/2024	Harbour Investments Inc.	7,776	$241K	0.0%	-18.3%	0.331%
7/23/2024	Geneos Wealth Management Inc.	388,366	$12.05M	0.5%	-3.9%	16.526%
7/11/2024	Clarus Wealth Advisors	8,465	$269K	0.1%	-10.2%	0.360%
7/10/2024	CWM LLC	10,203	$317K	0.0%	-6.2%	0.434%
5/29/2024	Soltis Investment Advisors LLC	281,158	$8.74M	1.0%	-6.7%	11.964%
5/16/2024	Kraft Davis & Associates LLC	12,364	$382K	0.1%	-5.1%	0.526%
5/9/2024	Kingsview Wealth Management LLC	7,034	$219K	0.0%	N/A	0.299%
5/4/2024	Geneos Wealth Management Inc.	403,985	$12.55M	0.6%	-12.9%	16.833%
4/23/2024	Lunt Capital Management Inc.	282,016	$8.76M	4.4%	-2.4%	11.751%
4/23/2024	Wealth Advisory Solutions LLC	11,452	$356K	0.1%	N/A	0.477%
4/23/2024	Strategic Blueprint LLC	6,856	$213K	0.0%	N/A	0.286%
4/12/2024	Global Assets Advisory LLC	15,485	$500K	0.0%	N/A	0.282%
4/11/2024	Clarus Wealth Advisors	9,427	$286K	0.2%	-29.8%	0.171%
3/15/2024	BlueChip Wealth Advisors LLC	14,969	$416K	0.3%	N/A	0.272%
3/8/2024	ICA Group Wealth Management LLC	14,343	$399K	0.1%	-11.7%	0.261%
3/1/2024	Creekmur Asset Management LLC	1,589	$44K	0.0%	N/A	0.029%
2/6/2024	Private Advisor Group LLC	7,695	$214K	0.0%	-13.4%	0.140%
2/5/2024	Silver Oak Securities Incorporated	53,711	$1.49M	0.2%	+192.1%	0.977%
2/1/2024	CWM LLC	10,872	$302K	0.0%	-5.8%	0.198%
1/31/2024	Kraft Davis & Associates LLC	13,032	$364K	0.1%	-10.1%	0.237%
1/30/2024	Lunt Capital Management Inc.	288,999	$8.03M	4.2%	-2.4%	5.255%
1/26/2024	Soltis Investment Advisors LLC	301,238	$8.37M	0.9%	-70.5%	5.477%
1/26/2024	Geneos Wealth Management Inc.	463,776	$12.89M	0.6%	-3.3%	8.432%
1/25/2024	International Assets Investment Management LLC	129,224	$3.59M	0.0%	N/A	2.350%
1/24/2024	International Assets Investment Management LLC	129,224	$3.59M	0.0%	N/A	2.350%
1/22/2024	Wolf Group Capital Advisors	73,826	$1.94M	0.9%	N/A	1.342%
1/22/2024	Clarus Wealth Advisors	13,422	$362K	0.2%	N/A	0.244%
1/16/2024	Raymond James Financial Services Advisors Inc.	23,501	$653K	0.0%	-18.2%	0.427%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight. >> Register for the Workshop Now
11/20/2023	Silver Oak Securities Incorporated	18,385	$453K	0.1%	-60.2%	0.334%
11/16/2023	Harbour Investments Inc.	29,423	$725K	0.0%	-3.4%	0.535%
11/13/2023	LPL Financial LLC	186,261	$4.59M	0.0%	-25.3%	3.387%
11/8/2023	Soltis Investment Advisors LLC	1,019,979	$25.12M	3.2%	-7.2%	18.545%
11/3/2023	Private Advisor Group LLC	8,884	$219K	0.0%	-17.5%	0.162%
10/31/2023	Lunt Capital Management Inc.	296,151	$7.30M	3.8%	+5.0%	5.385%
10/24/2023	Raymond James Financial Services Advisors Inc.	28,730	$708K	0.0%	-23.2%	0.522%
10/23/2023	Commonwealth Equity Services LLC	21,869	$539K	0.0%	-7.0%	0.398%
10/19/2023	Patriot Financial Group Insurance Agency LLC	126,540	$3.12M	0.6%	-1.9%	2.301%
10/13/2023	Key Bridge Compliance LLC	11,820	$291K	0.1%	N/A	0.215%
10/11/2023	Geneos Wealth Management Inc.	479,699	$11.82M	0.6%	-25.3%	8.722%
10/11/2023	CWM LLC	11,538	$284K	0.0%	+16.8%	0.210%
8/10/2023	GeoWealth Management LLC	26,352	$692K	0.1%	+127.4%	0.479%
8/9/2023	Spire Wealth Management	1,879	$49K	0.0%	-82.6%	0.034%
8/9/2023	Flow Traders U.S. LLC	13,982	$367K	0.0%	N/A	0.254%
8/9/2023	Soltis Investment Advisors LLC	1,099,588	$28.89M	3.4%	-12.5%	13.831%
8/8/2023	Geneos Wealth Management Inc.	641,986	$16.87M	0.9%	+9.3%	8.075%
8/7/2023	Wealth Advisory Solutions LLC	13,280	$349K	0.1%	-2.8%	0.167%
8/3/2023	CWM LLC	9,880	$260K	0.0%	+32.4%	0.124%
8/3/2023	Eldridge Investment Advisors Inc.	244,947	$6.44M	2.1%	-35.3%	3.081%
8/2/2023	Silver Oak Securities Incorporated	46,165	$1.21M	0.2%	-8.3%	0.581%
8/1/2023	Truist Financial Corp	9,140	$240K	0.0%	-96.2%	0.115%
8/1/2023	Sutton Place Investors LLC	16,465	$433K	0.6%	-49.9%	0.207%
7/31/2023	LPL Financial LLC	249,288	$6.55M	0.0%	-78.2%	3.136%
7/31/2023	Wolf Group Capital Advisors	73,405	$1.83M	0.9%	+9.3%	0.923%
7/28/2023	Capital Investment Advisory Services LLC	1,282	$34K	0.0%	-44.5%	0.016%
7/25/2023	Raymond James Financial Services Advisors Inc.	37,390	$982K	0.0%	-5.8%	0.470%
7/17/2023	Patriot Financial Group Insurance Agency LLC	129,017	$3.39M	0.6%	-5.4%	1.623%
7/17/2023	Ergawealth Advisors Inc.	7,677	$202K	0.1%	-50.8%	0.097%
7/13/2023	Cambridge Investment Research Advisors Inc.	9,145	$240K	0.0%	-67.6%	0.115%
7/11/2023	LifePro Asset Management	7,872	$207K	0.2%	-26.6%	0.099%
7/10/2023	Clarus Wealth Advisors	14,170	$372K	0.2%	N/A	0.178%
6/5/2023	Level Four Advisory Services LLC	8,392	$230K	0.0%	+12.0%	0.101%
5/15/2023	Eldridge Investment Advisors Inc.	378,530	$10.39M	3.6%	-22.6%	4.561%
5/12/2023	GeoWealth Management LLC	11,590	$318K	0.0%	+3.8%	0.140%
5/12/2023	Moloney Securities Asset Management LLC	7,431	$204K	0.0%	N/A	0.090%
5/11/2023	Insigneo Advisory Services LLC	8,162	$224K	0.1%	-5.5%	0.098%
5/10/2023	Private Advisor Group LLC	10,749	$295K	0.0%	N/A	0.130%
5/10/2023	Resources Investment Advisors LLC.	52,091	$1.43M	0.0%	-3.1%	0.628%
5/10/2023	LPL Financial LLC	1,143,954	$31.39M	0.0%	-7.4%	13.783%
5/9/2023	Spire Wealth Management	10,789	$296K	0.0%	N/A	0.130%
5/9/2023	ARQ Wealth Advisors LLC	191,695	$5.26M	3.9%	+17.6%	2.310%
5/5/2023	Truist Financial Corp	240,227	$6.59M	0.0%	-15.1%	2.894%
5/5/2023	Capital Analysts LLC	2,276	$62K	0.0%	-18.8%	0.027%
5/5/2023	Silver Oak Securities Incorporated	50,319	$1.38M	0.2%	+250.6%	0.606%
5/3/2023	Soltis Investment Advisors LLC	1,257,053	$34.50M	4.4%	-8.5%	15.145%
5/2/2023	Pitti Group Wealth Management LLC	14,414	$396K	0.4%	+4.8%	0.174%
5/2/2023	SkyOak Wealth LLC	226,209	$6.21M	1.9%	-2.1%	2.725%
5/2/2023	Ergawealth Advisors Inc.	15,614	$428K	0.3%	-56.5%	0.188%
4/28/2023	Ameritas Advisory Services LLC	67,670	$1.83M	0.1%	+50.1%	0.815%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight. >> Register for the Workshop Now
4/28/2023	Janney Montgomery Scott LLC	88,222	$2.42M	0.0%	+50.4%	1.063%
4/27/2023	Simplicity Solutions LLC	72,331	$1.99M	0.1%	+18.6%	0.871%
4/25/2023	Geneos Wealth Management Inc.	587,458	$16.12M	1.0%	+11.6%	7.078%
4/20/2023	Patriot Financial Group Insurance Agency LLC	136,430	$3.74M	0.8%	-57.0%	1.644%
4/14/2023	Raymond James Financial Services Advisors Inc.	39,699	$1.09M	0.0%	-12.8%	0.478%
2/13/2023	GeoWealth Management LLC	11,170	$312K	0.0%	N/A	0.000%
2/13/2023	Kingsview Wealth Management LLC	7,893	$220K	0.0%	-8.6%	0.000%
2/13/2023	Integrated Wealth Concepts LLC	50,446	$1.41M	0.0%	+1.3%	0.000%
2/10/2023	Ameritas Advisory Services LLC	45,088	$1.26M	0.1%	+5.8%	0.000%
2/10/2023	Advisor Group Holdings Inc.	90,146	$2.52M	0.0%	-19.5%	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, 58 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. ($12.05M), Lunt Capital Management Inc. ($9.34M), Eldridge Investment Advisors Inc. ($6.44M), SkyOak Wealth LLC ($6.21M), Soltis Investment Advisors LLC ($5.83M), ARQ Wealth Advisors LLC ($5.26M), and LPL Financial LLC ($4.59M).Learn more on FCTR's institutional investors.
Which institutional investors have been buying First Trust Lunt U.S. Factor Rotation ETF stock?: Of the 34 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 ($263.30K), Mercer Global Advisors Inc. ADV ($209.00K), Geneos Wealth Management Inc. ($172.13K), Silver Oak Securities Incorporated ($141.54K), Janney Montgomery Scott LLC ($88.22K), 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 1,276,225 shares in the last 24 months. This purchase volume represents approximately $35.60M in transactions.

Which First Trust Lunt U.S. Factor Rotation ETF major shareholders have been selling company stock?: Of the 41 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 ($1.29M), Raymond James Financial Services Advisors Inc. ($520.78K), Truist Financial Corp ($273.79K), Geneos Wealth Management Inc. ($253.62K), Eldridge Investment Advisors Inc. ($244.19K), 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 4,685,079 shares in the last 24 months. This volume of shares sold represents approximately $127.58M in transactions.

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This page (BATS:FCTR) was last updated on 12/18/2024 by MarketBeat.com Staff

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

FCTR Institutional Buying and Selling by Quarter

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

FCTR Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for First Trust Lunt U.S. Factor Rotation ETF (BATS:FCTR)

FCTR Institutional Buying and Selling by Quarter

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

FCTR Institutional Ownership - Frequently Asked Questions

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