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

$40.50 -0.14 (-0.34%)
As of 10:41 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)
7
Total
Institutional Inflows
(last 12 months)
$2.37M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.83M
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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
5/19/2026Western Wealth Management LLC745$27K0.0%N/A0.039%
5/5/2026 Geneos Wealth Management Inc.307,579$10.97M0.3%-7.4%16.188%
2/18/2026 Mercer Global Advisors Inc. ADV6,057$216K0.0%N/A0.319%
2/17/2026 GeoWealth Management LLC24,302$867K0.0%-13.0%1.279%
2/17/2026Royal Bank of Canada999$36K0.0%-55.0%0.053%
2/13/2026 Stifel Financial Corp6,443$230K0.0%-25.3%0.339%
2/12/2026Jane Street Group LLC12,338$440K0.0%-58.1%0.649%
2/11/2026 LPL Financial LLC136,038$4.85M0.0%-7.4%7.160%
2/10/2026Goldman Sachs Group Inc.60,453$2.16M0.0%+1.7%3.182%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.2,190$78K0.1%-49.6%0.115%
2/5/2026 Soltis Investment Advisors LLC125,822$4.49M0.3%-4.2%6.622%
1/29/2026 Camelot Portfolios LLC3,023$108K0.1%N/A0.159%
1/28/2026 Geneos Wealth Management Inc.332,325$11.85M0.3%-4.1%17.491%
1/26/2026CWM LLC6,670$238K0.0%-19.7%0.351%
1/23/2026 Farther Finance Advisors LLC11,493$410K0.0%+116.9%0.605%
1/23/2026 Lunt Capital Management Inc.288,980$10.31M3.9%-5.3%15.209%
1/16/2026 Wealth Advisory Solutions LLC7,752$277K0.1%-22.4%0.408%
11/17/2025Susquehanna International Group LLP6,517$231K0.0%-85.1%0.343%
11/17/2025Citadel Advisors LLC35,105$1.25M0.0%-26.4%1.848%
11/13/2025 GeoWealth Management LLC27,932$992K0.0%-8.4%1.470%
11/12/2025 Lunt Capital Management Inc.305,209$10.84M4.1%-5.1%16.064%
11/6/2025 BlueChip Wealth Advisors LLC6,327$225K0.1%-47.7%0.333%
10/27/2025 Wealth Advisory Solutions LLC9,986$355K0.1%-12.3%0.526%
10/22/2025 Geneos Wealth Management Inc.346,382$12.30M0.3%-16.8%18.231%
10/14/2025 Farther Finance Advisors LLC5,298$188K0.0%N/A0.279%
8/27/2025Orion Porfolio Solutions LLC5,912$201K0.0%N/A0.311%
8/18/2025 Geneos Wealth Management Inc.416,444$14.16M0.3%+9.1%21.918%
8/15/2025Orion Porfolio Solutions LLC5,912$201K0.0%N/A0.311%
8/14/2025Raymond James Financial Inc.6,749$229K0.0%-6.3%0.355%
8/13/2025 GeoWealth Management LLC30,482$1.04M0.0%+4.9%1.604%
8/6/2025 Soltis Investment Advisors LLC147,325$5.01M0.4%-3.9%7.754%
7/28/2025 Lunt Capital Management Inc.321,634$10.93M4.2%+0.6%16.928%
7/25/2025CWM LLC8,308$282K0.0%-7.8%0.437%
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%
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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%
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%
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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%


FCTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 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. ($10.97M), Lunt Capital Management Inc. ($10.31M), LPL Financial LLC ($4.85M), Soltis Investment Advisors LLC ($4.49M), Silver Oak Securities Incorporated ($2.30M), Goldman Sachs Group Inc. ($2.16M), and Citadel Advisors LLC ($1.25M).Learn more on First Trust Lunt U.S. Factor Rotation ETF's institutional investors.

Of the 20 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: Geneos Wealth Management Inc. ($210.72K), Silver Oak Securities Incorporated ($63.15K), LPL Financial LLC ($54.36K), Lunt Capital Management Inc. ($32.70K), Citadel Advisors LLC ($15.39K), Raymond James Financial Inc. ($15.20K), and Orion Porfolio Solutions LLC ($11.82K).

Institutional investors have bought a total of 68,840 shares in the last 24 months. This purchase volume represents approximately $2.37M in transactions.

Of the 14 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: Geneos Wealth Management Inc. ($108.87K), Susquehanna International Group LLP ($37.32K), Lunt Capital Management Inc. ($32.65K), Jane Street Group LLC ($17.12K), Citadel Advisors LLC ($12.61K), LPL Financial LLC ($10.88K), and GeoWealth Management LLC ($6.18K).

Institutional investors have sold a total of 247,783 shares in the last 24 months. This volume of shares sold represents approximately $8.83M in transactions.


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Institutional ownership data for BATS:FCTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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