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

$33.96 +1.45 (+4.45%)
As of 10:05 AM Eastern
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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)
15
Total
Institutional Inflows
(last 12 months)
$12.51M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.10M
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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
6/27/2025Goldman Sachs Group Inc.49,224$1.52M0.0%+0.7%2.524%
5/21/2025Geneos Wealth Management Inc.381,762$11.80M0.4%-1.8%19.578%
5/19/2025Jane Street Group LLC12,166$376K0.0%-69.5%0.624%
5/16/2025Goldman Sachs Group Inc.49,224$1.52M0.0%+0.7%2.524%
5/8/2025Geneos Wealth Management Inc.564,916$17.47M0.5%+45.3%28.970%
5/7/2025LPL Financial LLC196,892$6.09M0.0%+1.1%10.097%
5/6/2025BlueChip Wealth Advisors LLC12,096$374K0.2%+91.2%0.620%
5/5/2025Lunt Capital Management Inc.319,741$9.89M3.6%+1.6%16.397%
4/29/2025Silver Oak Securities Incorporated74,816$2.30M0.2%+0.9%3.837%
2/24/2025United Advisor Group LLC7,194$237K0.0%N/A0.306%
2/17/2025Citadel Advisors LLC48,029$1.58M0.0%+47.2%2.044%
2/14/2025Jane Street Group LLC39,902$1.31M0.0%+15.7%1.698%
2/14/2025Marshall & Sterling Wealth Advisors Inc.4,383$144K0.1%N/A0.187%
2/14/2025OneDigital Investment Advisors LLC9,792$323K0.0%-8.7%0.417%
2/14/2025GeoWealth Management LLC24,987$823K0.0%-3.9%1.063%
2/13/2025Raymond James Financial Inc.7,599$250K0.0%N/A0.323%
2/12/2025BlueChip Wealth Advisors LLC6,327$208K0.1%-56.5%0.269%
2/11/2025LPL Financial LLC194,698$6.41M0.0%+36.6%8.285%
2/10/2025Harbour Investments Inc.6,001$198K0.0%-20.0%0.255%
2/6/2025Raymond James Financial Inc.7,599$250K0.0%N/A0.323%
1/29/2025Soltis Investment Advisors LLC185,975$6.13M0.6%-0.7%7.914%
1/27/2025Silver Oak Securities Incorporated74,144$2.45M0.2%+9.7%3.155%
1/24/2025Lunt Capital Management Inc.314,625$10.36M4.0%+4.7%13.388%
1/21/2025Geneos Wealth Management Inc.388,883$12.81M0.4%-1.1%16.548%
11/18/2024Soltis Investment Advisors LLC187,301$5.83M0.6%-29.6%7.970%
11/15/2024Insigneo Advisory Services LLC6,736$209K0.0%-17.1%0.287%
11/15/2024Jane Street Group LLC34,499$1.07M0.0%+15.1%1.468%
11/15/2024Stifel Financial Corp8,062$251K0.0%+7.9%0.343%
11/1/2024Atria Investments Inc7,302$227K0.0%N/A0.311%
10/24/2024Lunt Capital Management Inc.300,433$9.34M4.4%+4.0%12.784%
10/23/2024Silver Oak Securities Incorporated67,568$2.10M0.2%+478.9%2.875%
10/9/2024Clarus Wealth Advisors9,096$281K0.1%+7.5%0.387%
8/12/2024Mercer Global Advisors Inc. ADV29,187$906K0.0%-13.3%1.242%
7/31/2024Commonwealth Equity Services LLC15,236$473K0.0%-15.9%0.648%
7/30/2024International Assets Investment Management LLC4,850$150K0.0%N/A0.206%
7/29/2024Ameritas Advisory Services LLC7,937$246K0.0%-39.1%0.338%
7/26/2024Harbour Investments Inc.7,776$241K0.0%-18.3%0.331%
7/23/2024Geneos Wealth Management Inc.388,366$12.05M0.5%-3.9%16.526%
7/11/2024Clarus Wealth Advisors8,465$269K0.1%-10.2%0.360%
7/10/2024CWM LLC10,203$317K0.0%-6.2%0.434%
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5/29/2024Soltis Investment Advisors LLC281,158$8.74M1.0%-6.7%11.964%
5/16/2024Kraft Davis & Associates LLC12,364$382K0.1%-5.1%0.526%
5/9/2024Kingsview Wealth Management LLC7,034$219K0.0%N/A0.299%
5/4/2024Geneos Wealth Management Inc.403,985$12.55M0.6%-12.9%16.833%
4/23/2024Lunt Capital Management Inc.282,016$8.76M4.4%-2.4%11.751%
4/23/2024Wealth Advisory Solutions LLC11,452$356K0.1%N/A0.477%
4/23/2024Strategic Blueprint LLC6,856$213K0.0%N/A0.286%
4/12/2024Global Assets Advisory LLC15,485$500K0.0%N/A0.282%
4/11/2024Clarus Wealth Advisors9,427$286K0.2%-29.8%0.171%
3/15/2024BlueChip 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%
2/6/2024Private Advisor Group LLC7,695$214K0.0%-13.4%0.140%
2/5/2024Silver Oak Securities Incorporated53,711$1.49M0.2%+192.1%0.977%
2/1/2024CWM LLC10,872$302K0.0%-5.8%0.198%
1/31/2024Kraft Davis & Associates LLC13,032$364K0.1%-10.1%0.237%
1/30/2024Lunt Capital Management Inc.288,999$8.03M4.2%-2.4%5.255%
1/26/2024Soltis Investment Advisors LLC301,238$8.37M0.9%-70.5%5.477%
1/26/2024Geneos Wealth Management Inc.463,776$12.89M0.6%-3.3%8.432%
1/25/2024International Assets Investment Management LLC129,224$3.59M0.0%N/A2.350%
1/24/2024International Assets Investment Management LLC129,224$3.59M0.0%N/A2.350%
1/22/2024Wolf Group Capital Advisors73,826$1.94M0.9%N/A1.342%
1/22/2024Clarus Wealth Advisors13,422$362K0.2%N/A0.244%
1/16/2024Raymond James Financial Services Advisors Inc.23,501$653K0.0%-18.2%0.427%
11/20/2023Silver Oak Securities Incorporated18,385$453K0.1%-60.2%0.334%
11/16/2023Harbour Investments Inc.29,423$725K0.0%-3.4%0.535%
11/13/2023LPL Financial LLC186,261$4.59M0.0%-25.3%3.387%
11/8/2023Soltis Investment Advisors LLC1,019,979$25.12M3.2%-7.2%18.545%
11/3/2023Private Advisor Group LLC8,884$219K0.0%-17.5%0.162%
10/31/2023Lunt Capital Management Inc.296,151$7.30M3.8%+5.0%5.385%
10/24/2023Raymond 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%
10/19/2023Patriot 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%
10/11/2023Geneos Wealth Management Inc.479,699$11.82M0.6%-25.3%8.722%
10/11/2023CWM LLC11,538$284K0.0%+16.8%0.210%
8/10/2023GeoWealth Management LLC26,352$692K0.1%+127.4%0.479%
8/9/2023Spire Wealth Management1,879$49K0.0%-82.6%0.034%
8/9/2023Flow Traders U.S. LLC13,982$367K0.0%N/A0.254%
8/9/2023Soltis Investment Advisors LLC1,099,588$28.89M3.4%-12.5%13.831%
8/8/2023Geneos Wealth Management Inc.641,986$16.87M0.9%+9.3%8.075%
8/7/2023Wealth Advisory Solutions LLC13,280$349K0.1%-2.8%0.167%
8/3/2023CWM LLC9,880$260K0.0%+32.4%0.124%
8/3/2023Eldridge Investment Advisors Inc.244,947$6.44M2.1%-35.3%3.081%
8/2/2023Silver Oak Securities Incorporated46,165$1.21M0.2%-8.3%0.581%
8/1/2023Truist Financial Corp9,140$240K0.0%-96.2%0.115%
8/1/2023Sutton Place Investors LLC16,465$433K0.6%-49.9%0.207%
7/31/2023LPL Financial LLC249,288$6.55M0.0%-78.2%3.136%
7/31/2023Wolf Group Capital Advisors73,405$1.83M0.9%+9.3%0.923%
7/28/2023Capital Investment Advisory Services LLC1,282$34K0.0%-44.5%0.016%
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7/25/2023Raymond James Financial Services Advisors Inc.37,390$982K0.0%-5.8%0.470%
7/17/2023Patriot Financial Group Insurance Agency LLC129,017$3.39M0.6%-5.4%1.623%
7/17/2023Ergawealth Advisors Inc.7,677$202K0.1%-50.8%0.097%
7/13/2023Cambridge Investment Research Advisors Inc.9,145$240K0.0%-67.6%0.115%
7/11/2023LifePro Asset Management7,872$207K0.2%-26.6%0.099%
7/10/2023Clarus Wealth Advisors14,170$372K0.2%N/A0.178%
6/5/2023Level Four Advisory Services LLC8,392$230K0.0%+12.0%0.101%
5/15/2023Eldridge Investment Advisors Inc.378,530$10.39M3.6%-22.6%4.561%
5/12/2023GeoWealth Management LLC11,590$318K0.0%+3.8%0.140%
5/12/2023Moloney Securities Asset Management LLC7,431$204K0.0%N/A0.090%
(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, 45 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. ($11.80M), Lunt Capital Management Inc. ($9.89M), Eldridge Investment Advisors Inc. ($6.44M), Soltis Investment Advisors LLC ($6.13M), LPL Financial LLC ($6.09M), Patriot Financial Group Insurance Agency LLC ($3.12M), and Silver Oak Securities Incorporated ($2.30M).Learn more on First Trust Lunt U.S. Factor Rotation ETF's institutional investors.

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

Of the 25 institutional investors that purchased First Trust Lunt U.S. Factor Rotation ETF's 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), Geneos Wealth Management Inc. ($230.56K), Silver Oak Securities Incorporated ($98.47K), Wolf Group Capital Advisors ($80.07K), LPL Financial LLC ($54.36K), Lunt Capital Management Inc. ($44.95K), and Clarus Wealth Advisors ($28.22K).

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

Institutional investors have bought a total of 396,282 shares in the last 24 months. This purchase volume represents approximately $12.51M in transactions.

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

Of the 13 institutional investors that sold First Trust Lunt U.S. Factor Rotation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soltis Investment Advisors LLC ($80.19K), Jane Street Group LLC ($27.74K), Geneos Wealth Management Inc. ($26.96K), BlueChip Wealth Advisors LLC ($8.23K), Ameritas Advisory Services LLC ($5.10K), Mercer Global Advisors Inc. ADV ($4.48K), and Harbour Investments Inc. ($3.25K).

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

Institutional investors have sold a total of 163,797 shares in the last 24 months. This volume of shares sold represents approximately $5.10M in transactions.


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This page (BATS:FCTR) was last updated on 7/7/2025 by MarketBeat.com Staff
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