First Trust Lunt US FactorFCTRETF
13F holders, Q4 2024 (December 31)36holders −6
1new positions
8sold out
1famous investor
$32.66avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding First Trust Lunt US Factor (FCTR) in their 13F filings, down 6 from Q3 2024. 1 opened new positions and 8 sold out. The largest holders were Geneos Wealth Management Inc. ($12.8M), Lunt Capital Management, Inc. ($10.4M) and LPL Financial LLC ($6.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $237K |
| Exits | 8 | $2.3M |
All 13F filers, Q3 2024 → Q4 2024: 198,370 shares bought and 112,654 shares sold, net +85,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Geneos Wealth Management Inc. | 0.45% | Reduce -1.1% | 388,883 | $12.8M |
| Lunt Capital Management, Inc. | 4.03% | Add +4.7% | 314,625 | $10.4M |
| LPL Financial LLC | 0.00% | Add +36.6% | 194,698 | $6.4M |
| Soltis Investment Advisors LLC | 0.57% | Reduce -0.7% | 185,975 | $6.1M |
| Morgan Stanley | 0.00% | Add +241.2% | 137,850 | $4.5M |
| Silver Oak Securities, Incorporated | 0.23% | Add +9.7% | 74,144 | $2.5M |
| Wolf Group Capital Advisors | 0.94% | No change | 73,826 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.6% | 48,871 | $1.6M |
| Citadel Advisors | 0.00% | Add +47.2% | 48,029 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +15.7% | 39,902 | $1.3M |
| GeoWealth Management, LLC | 0.03% | Reduce -3.9% | 24,987 | $823K |
| Royal Bank of Canada | 0.00% | Reduce -14.5% | 15,810 | $521K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.9% | 14,697 | $484K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 12,365 | $422K |
| Wealth Advisory Solutions, LLC | 0.11% | No change | 11,441 | $377K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 10,032 | $330K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.7% | 9,792 | $323K |
| Cwm, LLC | 0.00% | Reduce -10.7% | 9,116 | $300K |
| Clarus Wealth Advisors | 0.14% | Reduce -2.1% | 8,902 | $287K |
| Stifel Financial Corp. | 0.00% | Reduce -0.0% | 8,060 | $266K |
| Raymond James Financial Inc. | 0.00% | — | 7,599 | $250K |
| United Advisor Group, LLC | 0.05% | New | 7,194 | $237K |
| Atria Investments, Inc | 0.00% | Reduce -3.0% | 7,084 | $233K |
| BlueChip Wealth Advisors LLC | 0.12% | Reduce -56.5% | 6,327 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.0% | 6,001 | $198K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | — | 4,383 | $144K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.5% | 2,742 | $90K |
| Creekmur Asset Management LLC | 0.01% | Reduce -0.4% | 1,412 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.9% | 1,084 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 845 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 165 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 146 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 120 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 102 | $3K |
| UBS Group AG | 0.00% | Reduce -29.2% | 63 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -77.4% | 50 | $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.