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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
   RDL FINANCIAL INC 40 - 2024-03-31 73,826 $1,939,000 0
   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
   GOLDMAN SACHS GROUP INC/ 3394 - 2024-03-31 43,353 $1,347,000 2,313
   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
   CLS INVESTMENT FIRM LLC 716 - 2022-12-31 37,204 $1,038,000 0
   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
   JANE STREET GROUP LLC 3581 - 2024-03-31 20,523 $638,000 20,523
   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
   BlueChip Wealth Advisors LLC 63 - 2024-03-31 14,969 $465,000 0
   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
   Ameritas Advisory Services LLC 611 - 2024-03-31 13,038 $405,000 798
   Kraft Davis & Associates LLC 90 - 2024-03-31 12,364 $382,000 -668
   Wealth Advisory Solutions LLC 99 - 2024-03-31 11,452 $356,000 11,452
   ENVESTNET ASSET MANAGEMENT INC 3611 - 2024-03-31 11,223 $349,000 -2,516
   CWM LLC 1271 - 2024-03-31 10,872 $338,000 0
   Key Bridge Compliance LLC 96 - 2023-09-30 11,820 $291,000 0
   Clarus Wealth Advisors 101 - 2024-03-31 9,427 $286,000 -3,995
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2816 - 2024-03-31 8,196 $255,000 32
   INSIGNEO ADVISORY SERVICES LLC 420 - 2024-03-31 8,118 $252,000 -4,123
   STIFEL FINANCIAL CORP 3026 - 2024-03-31 7,314 $227,000 43
   Kingsview Wealth Management LLC 931 *New 2024-03-31 7,034 $219,000 7,034
   Strategic Blueprint LLC 558 *New 2024-03-31 6,856 $213,000 6,856
   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
   CREATIVE FINANCIAL DESIGNS INC /ADV 904 - 2024-03-31 845 $26,000 0
   Goss Wealth Management LLC 2574 - 2024-03-31 725 $23,000 -7,105
   Global Retirement Partners LLC 2029 - 2024-03-31 387 $12,000 71
   Qube Research & Technologies Ltd 3290 - 2024-03-31 301 $9,000 0
   WELLS FARGO & CO/MN 5228 *New 2024-03-31 180 $6,000 180
   EPG Wealth Management LLC 404 *New 2024-03-31 197 $6,000 197
   IFP Advisors Inc 2369 - 2023-12-31 165 $5,000 -42
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1798 *New 2024-03-31 146 $5,000 146
   Capital Investment Advisory Services LLC 884 - 2024-03-31 120 $4,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1217 - 2024-03-31 58 $2,000 0
   Tidemark LLC 664 *Closed 2024-03-31 0 $0 -101
   J P MORGAN CHASE & CO 5488 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 3036 - 2024-03-31 0 $0 0
   Spire Wealth Management 2303 *Closed 2024-03-31 0 $0 -102
   Farther Finance Advisors LLC 3095 *Closed 2024-03-31 0 $0 -33
   UBS Group AG 7947 *Closed 2024-03-31 0 $0 -916
   Visionary Wealth Advisors 498 *Closed 2024-03-31 0 $0 -13,055
   Private Advisor Group LLC 2362 *Closed 2024-03-31 0 $0 -7,695
  55 Records found
  1    
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