Who Owns First Trust Lunt U.S. Factor Rotation ETF (FCTR)?Hedge Fund & Institutional Holders
Institutional Holders
29
as of Q4 2025
Total Institutional Value
$1.1854000103080004e+92T
% of Float Held
—
QoQ Change in Holders
+8 / -4
Price History
FCTR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Geneos Wealth Management Inc. | New Position | +332K | +$11.9B |
| Kraft, Davis & Associates, LLC | New Position | +12K | +$459.0M |
| BlueChip Wealth Advisors LLC | New Position | +12K | +$431.0M |
| Wealth Advisory Solutions, LLC | New Position | +8K | +$276.0M |
| Farther Finance Advisors, LLC | Increased | +6K | +$220.9M |
| Camelot Portfolios, LLC | New Position | +3K | +$107.0M |
| CWM, LLC | New Position | +7K | +$238K |
| FMR LLC | New Position | +216 | +$0 |
| MERCER GLOBAL ADVISORS INC /ADV | New Position | +6K | +$0 |
| GOLDMAN SACHS GROUP INC | Increased | +1K | +$-110.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +582 | +$-231.4M |
FCTR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -11K | -$5.2B |
| CITADEL ADVISORS LLC | Closed Position | -35K | -$1.2B |
| JANE STREET GROUP, LLC | Decreased | -17K | -$1.0B |
| GeoWealth Management, LLC | Decreased | -4K | -$991.9M |
| Soltis Investment Advisors LLC | Decreased | -6K | -$665.5M |
| Lunt Capital Management, Inc. | Decreased | -16K | -$530.0M |
| STIFEL FINANCIAL CORP | Decreased | -2K | -$306.3M |
| Atria Investments, Inc | Decreased | -57 | -$259.8M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -7K | -$235.2M |
| UBS Group AG | Decreased | -6K | -$205.2M |
| OSAIC HOLDINGS, INC. | Decreased | -122 | -$202.7M |
| ROYAL BANK OF CANADA | Decreased | -1K | -$79.0M |
| Marshall & Sterling Wealth Advisors Inc. | Decreased | -2K | -$76.1M |
| Creekmur Asset Management LLC | Closed Position | -1K | -$49.9M |
| IFP Advisors, Inc | Closed Position | -165 | -$5.9M |
Top Institutional Holders(Q4 2025)
FCTR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 27 | $30.2B | +4 |
| Q3 2025 | 23 | $28.5B | -5 |
| Q2 2025 | 28 | $44.3B | -2 |
| Q1 2025 | 30 | $50.9B | -5 |
| Q4 2024 | 35 | $42.7B | +4 |
| Q3 2024 | 31 | $6.1T | -4 |
| Q2 2024 | 35 | $3.1T | +1 |
| Q1 2024 | 34 | $752.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 29 institutional investors hold FCTR (First Trust Lunt U.S. Factor Rotation ETF). The largest holder is Geneos Wealth Management Inc. with $11.9B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own FCTR?
As of Q4 2025, 29 institutional investors report holding FCTR (First Trust Lunt U.S. Factor Rotation ETF) in their 13F filings.
Who is the largest institutional holder of FCTR?
The largest institutional holder of FCTR is Geneos Wealth Management Inc. with $11.9B in shares.
Is institutional ownership of FCTR increasing or decreasing?
This quarter, 8 institutions opened new positions in FCTR and 4 closed their positions.