Who Owns FCTR?
First Trust Lunt U.S. Factor Rotation ETF — Institutional Ownership & 13F Holdings
$37.44
-0.07 (-0.19%)
Market Cap
$55.9M
Shares Outstanding
1,342,475
Institutional Holders
30
Total Inst. Value
$43.3M
% of Float Held
—
QoQ Holder Change
-4
Institutional data as of Q1 2025
New Positions
2
Closed Positions
7
Increased
11
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | $17.5M | 564,916 |
| 2 | Lunt Capital Management, Inc.New | $9.9M | 319,741 |
| 3 | Soltis Investment Advisors LLC | $4.7M | 153,287 |
| 4 | MORGAN STANLEY | $4.1M | 132,168 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 49,314 |
| 6 | GOLDMAN SACHS GROUP INC | $1.5M | 49,224 |
| 7 | GeoWealth Management, LLC | $898K | 29,046 |
| 8 | JANE STREET GROUP, LLC | $376K | 12,166 |
| 9 | BlueChip Wealth Advisors LLC | $374K | 12,096 |
| 10 | Kraft, Davis & Associates, LLC | $369K | 12,365 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Geneos Wealth Management Inc. | +176K | $17.5M |
| Lunt Capital Management, Inc.New | +320K | $9.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +35K | $1.5M |
| GOLDMAN SACHS GROUP INC | +353 | $1.5M |
| GeoWealth Management, LLC | +4K | $898K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Soltis Investment Advisors LLC | -33K | $4.7M |
| JANE STREET GROUP, LLC | -28K | $376K |
| ROYAL BANK OF CANADA | -13K | $99K |
| MORGAN STANLEY | -6K | $4.1M |
| RAYMOND JAMES FINANCIAL INC | -400 | $223K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FCTR?
As of Q1 2025, 30 institutional investors report holding FCTR (First Trust Lunt U.S. Factor Rotation ETF) in their 13F filings.
Which hedge fund owns the most FCTR?
The largest institutional holder of FCTR is Geneos Wealth Management Inc. with $17.5M in shares.
Are institutions buying or selling FCTR?
This quarter, 2 institutions opened new positions in FCTR and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.