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Get Institutions for : 
First Trust Lunt Us Factor Rotation Etf (FCTR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    4
Total shares held : 
 1,955,366  
% of shares held : 
 1.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -1,070,717  
% of shares held change : 
   -0.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 36,359
 1.86%
 
Increased Positions :
4
 142,968
 7.31%
 
Unchanged Positions :
7
 1,400
 0.07%
 
Decreased Positions :
29
-1,015,901
-51.95%
 
Closed Positions :
7
-234,143
-11.97%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Geneos Wealth Management Inc. 32 - 2024-03-31 403,985 $12,552,000 -59,791
   Lunt Capital Management Inc. 5 - 2024-03-31 282,016 $8,762,000 -6,983
   Soltis Investment Advisors LLC 17 - 2024-03-31 281,158 $8,736,000 -20,080
   LPL FINANCIAL CORP 1846 - 2024-03-31 147,311 $4,577,000 -15,970
   ROYAL BANK OF CANADA 2636 - 2024-03-31 53,697 $1,668,000 -14,028
   MORGAN STANLEY 4557 - 2024-03-31 52,627 $1,635,000 -11,336
   GTS SECURITIES LLC 505 - 2024-03-31 35,885 $1,115,000 -100
   MERCER GLOBAL ADVISORS INC /ADV 940 - 2024-03-31 33,669 $1,046,000 -9,849
   Resources Investment Advisors Inc. 494 - 2024-03-31 33,205 $1,032,000 -19,722
   HARBOUR INVESTMENTS INC. 414 - 2023-12-31 28,945 $804,000 -478
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2903 - 2024-03-31 24,131 $750,000 -5,276
   CITADEL ADVISORS LLC 3389 - 2024-03-31 22,953 $713,000 -26,627
   COMMONWEALTH EQUITY SERVICES LLC. 2702 - 2024-03-31 18,127 $563,000 -274
   GeoWealth Management LLC 423 - 2024-03-31 16,539 $514,000 -2,349
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2582 - 2024-03-31 14,169 $440,000 -9,332
   SILVER OAK SECURITIES Inc 252 - 2024-03-31 13,203 $410,000 -40,508
   Kraft Davis & Associates LLC 90 - 2024-03-31 12,364 $382,000 -668
   ENVESTNET ASSET MANAGEMENT INC 3611 - 2024-03-31 11,223 $349,000 -2,516
   Clarus Wealth Advisors 101 - 2024-03-31 9,427 $286,000 -3,995
   INSIGNEO ADVISORY SERVICES LLC 420 - 2024-03-31 8,118 $252,000 -4,123
   Advisor Group Holdings Inc. 3676 - 2024-03-31 6,294 $196,000 -5,716
   ICA Group Wealth Management LLC 342 - 2024-03-31 4,347 $135,000 -9,996
   Steward Partners Investment Advisory LLC 1958 - 2024-03-31 2,111 $66,000 -16
   Creekmur Asset Management LLC 261 - 2024-03-31 1,520 $47,000 -69
   Goss Wealth Management LLC 2574 - 2024-03-31 725 $23,000 -7,105
   IFP Advisors Inc 2369 - 2023-12-31 165 $5,000 -42
  26 Records found
  1    
  Page 1 of 1
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