Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TRUST LUNT U.S. FACTOR ROTATION ETF (FCTR)

27 + Investors. Track Smart Money conviction in FCTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
25%

Smart Money Signals — FCTR

Based on 27 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FCTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 52% of 3.0Y high

52% of all-time peak
Only 27 funds hold FCTR today versus a peak of 52 funds at 2023 Q1 — just 52% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold FCTR compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 25% buying

7 buying21 selling
Last quarter: 21 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

81% of holders stayed for 2+ years

■ 81% conviction (2yr+) ■ 19% medium ■ 0% new
22 out of 27 hedge funds have held FCTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

4 → 1 → 5 → 3 → 3 new funds/Q
New funds entering each quarter: 1 → 5 → 3 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 85% of holders stayed 2+ years

■ 85% veterans ■ 7% 1-2yr ■ 7% new
Of 27 current holders: 23 (85%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
6 of 27 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FCTR

In 2025 Q4, 7 hedge funds were net buyers of FCTR (3 opened a new position, 4 added to an existing one), while 21 reduced or exited (16 trimmed, 5 sold completely) — a 25% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 21% of total institutional value in FCTR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: FCTR

How many hedge funds hold FCTR — quarterly history vs. share price
Quarterly hedge fund ownership of FCTR vs. share price

Market Analysis: FCTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FCTR
2026 Q1 Stats Unlock in 2 days 27 + Investors

Track Smart Money conviction in FCTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 27 29 -6.9%
13F Shares 1M 1M -8.57%
Total Value $40M $44M -8.1%
New Positions 3 3 -
Increased Positions 4 6 -2
Closed Positions 5 5 -
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCTR

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Institutional Holders (2026 Q1)

27 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FCTR. Verified SEC 13F-HR filings.

QUARTER:
Top 23 institutional holders of FCTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lunt Capital Management, Inc. 3.96% 289,189 $10.3M
2 Soltis Investment Advisors LLC 0.28% 124,689 $4.4M
3 Geneos Wealth Management Inc. 0.25% 307,579 $11.0M
4 Kraft, Davis & Associates, LLC 0.10% 12,172 $459K
5 Wealth Advisory Solutions, LLC 0.06% 7,752 $276K
6 GeoWealth Management, LLC 0.03% 24,127 $861K
7 United Advisor Group, LLC 0.03% 6,092 $217K
8 HARBOUR INVESTMENTS, INC. 0.00% 8,237 $294K
9 Farther Finance Advisors, LLC 0.00% 10,002 $358K
10 Atria Investments, Inc 0.00% 7,263 $259K
11 LPL Financial LLC 0.00% 125,196 $4.5M
12 Marshall & Sterling Wealth Advisors Inc. 0.00% 31 $1K
13 CWM, LLC 0.00% 5,693 $203K
14 GOLDMAN SACHS GROUP INC 0.00% 60,427 $2.2M
15 STIFEL FINANCIAL CORP 0.00% 6,865 $245K
16 OSAIC HOLDINGS, INC. 0.00% 2,928 $104K
17 RAYMOND JAMES FINANCIAL INC 0.00% 8,964 $320K
18 Parallel Advisors, LLC 0.00% 100 $4K
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 9,620 $343K
20 Steward Partners Investment Advisory, LLC 0.00% 192 $7K
21 MORGAN STANLEY 0.00% 15,151 $540K
22 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 146 $5K
23 UBS Group AG 0.00% 483 $17K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TRUST LUNT U.S. FACTOR ROTATION ETF (FCTR)

What does the Smart Money Trend signal show for FCTR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FCTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FCTR?

Heavy selling pressure — only 25% buying: Last quarter: 21 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FCTR holders?

Strong quality — 21% AUM from major funds: 6 of 27 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FCTR?

81% of holders stayed for 2+ years: 22 out of 27 hedge funds have held FCTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.