First Trust Lunt US FactorFCTRETF
13F holders, Q1 2025 (March 31)31holders −5
1new positions
5sold out
1famous investor
$30.91avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding First Trust Lunt US Factor (FCTR) in their 13F filings, down 5 from Q4 2024. 1 opened new positions and 5 sold out. The largest holders were Geneos Wealth Management Inc. ($11.8M), Lunt Capital Management, Inc. ($9.9M) and LPL Financial LLC ($6.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 5 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 57,799 shares bought and 188,970 shares sold, net −131,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Geneos Wealth Management Inc. | 0.40% | Reduce -1.8% | 381,762 | $11.8M |
| Lunt Capital Management, Inc. | 3.60% | Add +1.6% | 319,741 | $9.9M |
| LPL Financial LLC | 0.00% | Add +1.1% | 196,892 | $6.1M |
| Soltis Investment Advisors LLC | 0.42% | Reduce -17.6% | 153,287 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 132,168 | $4.1M |
| Silver Oak Securities, Incorporated | 0.22% | Add +0.9% | 74,816 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +235.5% | 49,314 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 49,224 | $1.5M |
| Citadel Advisors | 0.00% | Add +1.0% | 48,520 | $1.5M |
| GeoWealth Management, LLC | 0.04% | Add +16.2% | 29,046 | $898K |
| Jane Street Group, LLC | 0.00% | Reduce -69.5% | 12,166 | $376K |
| BlueChip Wealth Advisors LLC | 0.18% | Add +91.2% | 12,096 | $374K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 12,365 | $369K |
| Wealth Advisory Solutions, LLC | 0.09% | Reduce -0.1% | 11,426 | $353K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 9,015 | $279K |
| Stifel Financial Corp. | 0.00% | Add +11.7% | 9,001 | $278K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 7,199 | $223K |
| United Advisor Group, LLC | 0.05% | No change | 7,194 | $222K |
| Atria Investments, Inc | 0.00% | Add +0.1% | 7,094 | $219K |
| Harbour Investments, Inc. | 0.01% | No change | 6,001 | $186K |
| Osaic Holdings, Inc. | 0.00% | Add +112.1% | 5,815 | $180K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Add +0.1% | 4,387 | $136K |
| Royal Bank of Canada | 0.00% | Reduce -79.8% | 3,198 | $99K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,412 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,084 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 845 | $26K |
| Wells Fargo & Company | 0.00% | New | 500 | $15K |
| 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 |
| NewEdge Advisors, LLC | 0.00% | No change | 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.