FCTR Institutional Ownership
First Trust Lunt U.S. Factor Rotation ETF
1W: -1.5%
1M: -6.8%
3M: -7.6%
YTD: +3.8%
1Y: +5.9%
3Y: +56.4%
5Y: +9.5%
$37.68
-0.01 (-0.04%)
Weekly Expected Move ±1.4%
$37
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FCTR
29
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
6
New Positions
5
Increased
13
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | 303,333 | 11M | -4,246 | -1.4% | 32Q | SEC ↗ |
| 2 | Lunt Capital Management, Inc. | 284,878 | 11M | -4,311 | -1.5% | 13Q | SEC ↗ |
| 3 | Soltis Investment Advisors LLC | 124,249 | 5M | -440 | -0.4% | 27Q | SEC ↗ |
| 4 | LPL Financial LLC | 115,164 | 4M | -10,032 | -8.0% | 23Q | SEC ↗ |
| 5 | Summit Financial, LLC NEW | 64,726 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,681 | 2M | +40,061 | +416.4% | 8Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 48,023 | 2M | -12,404 | -20.5% | 15Q | SEC ↗ |
| 8 | GeoWealth Management, LLC | 24,306 | 916K | +179 | +0.7% | 15Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 16,050 | 605K | — | +0.0% | 1Q | SEC ↗ |
| 10 | MORGAN STANLEY | 14,530 | 547K | -621 | -4.1% | 20Q | SEC ↗ |
| 11 | Kraft, Davis & Associates, LLC | 12,172 | 459K | — | +0.0% | 13Q | SEC ↗ |
| 12 | Atria Investments, Inc | 8,970 | 338K | +1,707 | +23.5% | 8Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 8,952 | 337K | -12 | -0.1% | 2Q | SEC ↗ |
| 14 | HARBOUR INVESTMENTS, INC. | 7,839 | 295K | -398 | -4.8% | 17Q | SEC ↗ |
| 15 | Wealth Advisory Solutions, LLC | 7,752 | 292K | — | +0.0% | 10Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 6,964 | 262K | +99 | +1.4% | 13Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC | 6,855 | 258K | -3,147 | -31.5% | 4Q | SEC ↗ |
| 18 | United Advisor Group, LLC | 6,092 | 230K | — | +0.0% | 7Q | SEC ↗ |
| 19 | CWM, LLC | 5,693 | 215K | -977 | -14.6% | 18Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 5,544 | 209K | +2,616 | +89.3% | 25Q | SEC ↗ |
| 21 | BlueChip Wealth Advisors LLC NEW | 5,214 | 196K | — | +0.0% | 1Q | SEC ↗ |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 2,400 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC NEW | 2,388 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 356 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 192 | 7K | — | +0.0% | 21Q | SEC ↗ |
| 26 | Parallel Advisors, LLC | 100 | 4K | — | +0.0% | 2Q | SEC ↗ |
| 27 | UBS Group AG | 100 | 4K | -383 | -79.3% | 5Q | SEC ↗ |
| 28 | Camelot Portfolios, LLC | 0 | 0K | -3,023 | -100.0% | 1Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 0 | 0K | -999 | -100.0% | 23Q | SEC ↗ |
| 30 | MERCER GLOBAL ADVISORS INC /ADV | 0 | 0K | -6,057 | -100.0% | 1Q | SEC ↗ |
| 31 | FMR LLC | 0 | 0K | -216 | -100.0% | 1Q | SEC ↗ |
| 32 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | 0K | -146 | -100.0% | 9Q | SEC ↗ |
| 33 | Marshall & Sterling Wealth Advisors In | 0 | 0K | -31 | -100.0% | 6Q | SEC ↗ |
| 34 | Western Wealth Management, LLC | 0 | 0K | -745 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 64,726 | 2M |
| JANE STREET GROUP, LLC | 16,050 | 605K |
| BlueChip Wealth Advisors LLC | 5,214 | 196K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 2,400 | 90K |
| Integrated Wealth Concepts LLC | 2,388 | 90K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 356 | 13K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 6,057 | 228K |
| Camelot Portfolios, LLC | 3,023 | 114K |
| ROYAL BANK OF CANADA | 999 | 38K |
| Western Wealth Management, LLC | 745 | 28K |
| FMR LLC | 216 | 8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 146 | 6K |
| Marshall & Sterling Wealth Advisors | 31 | 1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +40,061 | +416.4% | 49,681 |
| OSAIC HOLDINGS, INC. | +2,616 | +89.3% | 5,544 |
| Atria Investments, Inc | +1,707 | +23.5% | 8,970 |
| GeoWealth Management, LLC | +179 | +0.7% | 24,306 |
| STIFEL FINANCIAL CORP | +99 | +1.4% | 6,964 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -12,404 | -20.5% | 48,023 |
| LPL Financial LLC | -10,032 | -8.0% | 115,164 |
| Lunt Capital Management, Inc. | -4,311 | -1.5% | 284,878 |
| Geneos Wealth Management Inc. | -4,246 | -1.4% | 303,333 |
| Farther Finance Advisors, LLC | -3,147 | -31.5% | 6,855 |
| CWM, LLC | -977 | -14.6% | 5,693 |
| MORGAN STANLEY | -621 | -4.1% | 14,530 |
| Soltis Investment Advisors LLC | -440 | -0.4% | 124,249 |
| HARBOUR INVESTMENTS, INC. | -398 | -4.8% | 7,839 |
| UBS Group AG | -383 | -79.3% | 100 |
| RAYMOND JAMES FINANCIAL INC | -12 | -0.1% | 8,952 |