First Trust Lunt U.S. Factor Rotation
FCTR • BATS
First Trust Lunt U.S. Factor Rotation is an exchange-traded fund on BATS. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $43.6M. Geneos Wealth Management Inc. is the largest holder with a position valued at $12.3M.
Overview
Overview of institutional ownership in FCTR as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $43.6M
- Shares Held
- 1.2M
- Avg Position
- $1.5M
- Median Position
- $246.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.2M
- Shares Held
- 35.1K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in FCTR as of Q3 2025
| Institution | Position Value |
|---|---|
 Geneos Wealth Management Inc. RIA/Wealth | $12.3M 0.31% of portfolio |
 Lunt Capital Management, Inc. RIA/Wealth | $10.8M 4.17% of portfolio |
L LPL Financial LLC Institution | $5.2M 0.00% of portfolio |
 Soltis Investment Advisors LLC RIA/Wealth | $4.7M 0.33% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $2.1M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.4M 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.2M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.0M 0.00% of portfolio |
 GeoWealth Management, LLC RIA/Wealth | $991.9K 0.04% of portfolio |
K Kraft, Davis & Associates, LLC Institution | $443.1K 0.11% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FCTR in Q3 2025
- Traded
- −$10.9M
- Buyers
- 8
- Sellers
- 20
- Total Bought
- +$1.6M
- Total Sold
- −$12.5M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$1.0M +29.5K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$188.1K +5.3K shares |
GOLDMAN SACHS GROUP INC Institution | +$180.6K +5.1K shares |
 UBS Group AG Institution | +$164.1K +4.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$5.8K +163.0 shares |
V Versant Capital Management, Inc RIA/Wealth | +$4.5K +127.0 shares |
R ROYAL BANK OF CANADA Institution | +$816.7 +23.0 shares |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | +$106.5 +3.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$3.4M −96.9K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$2.5M −74.8K shares |
Geneos Wealth Management Inc. RIA/Wealth | −$2.5M −70.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.3M −37.3K shares |
Lunt Capital Management, Inc. RIA/Wealth | −$583.3K −16.4K shares |
Soltis Investment Advisors LLC RIA/Wealth | −$566.0K −15.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$447.6K −12.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$441.7K −13.0K shares |
 BlueChip Wealth Advisors LLC RIA/Wealth | −$204.9K −5.8K shares |
C CLS Investments, LLC Institution | −$201.0K −5.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FCTR in Q3 2025
- New Positions
- 1
- New Value
- $4.5K
- Exited Positions
- 5
- Exited Value
- $3.2M
New Positions
| Institution | Position Value |
|---|---|
V Versant Capital Management, Inc RIA/Wealth | $4.5K 127.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SILVER OAK SECURITIES, Inc RIA/Wealth | $2.5M 74.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $441.7K 13.0K shares |
C CLS Investments, LLC Institution | $201.0K 5.9K shares |
$3.4K 100.0 shares | |
 Ameritas Advisory Services, LLC RIA/Wealth | $2.8K 82.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FCTR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FCTR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Lunt Capital Management, Inc. RIA/Wealth | 4.17% $10.8M |
Soltis Investment Advisors LLC RIA/Wealth | 0.33% $4.7M |
Geneos Wealth Management Inc. RIA/Wealth | 0.31% $12.3M |
K Kraft, Davis & Associates, LLC Institution | 0.11% $443.1K |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 0.10% $154.1K |
BlueChip Wealth Advisors LLC RIA/Wealth | 0.10% $224.7K |
 Wealth Advisory Solutions, LLC RIA/Wealth | 0.09% $354.6K |
GeoWealth Management, LLC RIA/Wealth | 0.04% $991.9K |
 United Advisor Group, LLC RIA/Wealth | 0.03% $246.7K |
 Creekmur Asset Management LLC RIA/Wealth | 0.01% $49.9K |
Hedge Fund Spotlight
Discover hedge funds investing in FCTR
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Lunt U.S. Factor Rotation
- Market Value
- $1.2M
- Shares Held
- 35.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
