First Trust Lunt US FactorFCTRETF
13F holders, Q1 2024 (March 31)46holders
1famous investor
$30.86avg. 13F price*
At the end of Q1 2024, 46 institutions reported holding First Trust Lunt US Factor (FCTR) in their 13F filings. The largest holders were Geneos Wealth Management Inc. ($12.6M), Lunt Capital Management, Inc. ($8.8M) and Soltis Investment Advisors LLC ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Lunt US Factor
- CUSIP
- 33733E872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.5M |
| Exits | 7 | $609K |
Ownership 46 holders
| Geneos Wealth Management Inc. | 0.57% | Reduce -12.9% | 403,985 | $12.6M |
| Lunt Capital Management, Inc. | 4.35% | Reduce -2.4% | 282,016 | $8.8M |
| Soltis Investment Advisors LLC | 0.98% | Reduce -6.7% | 281,158 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -9.8% | 147,311 | $4.6M |
| Wolf Group Capital Advisors | 0.92% | No change | 73,826 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -20.7% | 53,697 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -17.7% | 52,627 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 43,353 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -0.3% | 35,885 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.6% | 33,669 | $1.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -37.3% | 33,205 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.9% | 24,131 | $750K |
| Citadel Advisors | 0.00% | Reduce -53.7% | 22,953 | $713K |
| Jane Street Group, LLC | 0.00% | New | 20,523 | $638K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 18,127 | $563K |
| GeoWealth Management, LLC | 0.02% | Reduce -12.4% | 16,539 | $514K |
| BlueChip Wealth Advisors LLC | 0.30% | No change | 14,969 | $465K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -39.7% | 14,169 | $440K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -75.4% | 13,203 | $410K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.5% | 13,038 | $405K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -5.1% | 12,364 | $382K |
| Wealth Advisory Solutions, LLC | 0.09% | New | 11,452 | $356K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.3% | 11,223 | $349K |
| Cwm, LLC | 0.00% | No change | 10,872 | $338K |
| Harbour Investments, Inc. | 0.01% | Reduce -67.1% | 9,521 | $296K |
| Clarus Wealth Advisors | 0.16% | Reduce -29.8% | 9,427 | $286K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 8,196 | $255K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -33.7% | 8,118 | $252K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 7,314 | $227K |
| Kingsview Wealth Management, LLC | 0.01% | New | 7,034 | $219K |
| Strategic Blueprint, LLC | 0.02% | New | 6,856 | $213K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.6% | 6,294 | $196K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -69.7% | 4,347 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 2,111 | $66K |
| Creekmur Asset Management LLC | 0.02% | Reduce -4.3% | 1,520 | $47K |
| Creative Financial Designs Inc. | 0.00% | No change | 845 | $26K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.7% | 725 | $23K |
| Global Assets Advisory, LLC | 0.01% | New | 500 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +22.5% | 387 | $12K |
| Qube Research & Technologies Ltd | 0.00% | No change | 301 | $9K |
| EPG Wealth Management LLC | 0.00% | New | 197 | $6K |
| Wells Fargo & Company | 0.00% | New | 180 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 165 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 146 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 120 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 58 | $2K |
"% of holder's portfolio" is FCTR's weight in each manager's 13F, not the share of First Trust Lunt US Factor the manager owns.