FIRST TRUST LUNT US FACTOR (FCTR) Institutional Ownership Changes & 13F Activity
FIRST TRUST LUNT US FACTOR (FCTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Summit Financial, Llc, Susquehanna International Group, Llp, Jane Street Group, Llc, Goldman Sachs Group Inc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +40,061 | +416.4% | 49,681 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +16,050 | — | 16,050 | $655.24K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -12,404 | -20.5% | 48,023 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,616 | +89.3% | 5,544 | $226.36K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -12 | -0.1% | 8,952 | $365.46K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -621 | -4.1% | 14,530 | $593.21K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -383 | -79.3% | 100 | $4.08K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Buy | +64,726 | — | 64,726 | $2.64M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -398 | -4.8% | 7,839 | $320.02K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +99 | +1.4% | 6,964 | $284.31K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -10,032 | -8.0% | 115,164 | $4.70M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -4,246 | -1.4% | 303,333 | $12.38M | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors Llc | Sell | -440 | -0.4% | 124,249 | $5.07M | Q2 2026 | Jul 31, 2026 |
| Bluechip Wealth Advisors Llc | Buy | +5,214 | — | 5,214 | $212.86K | Q2 2026 | Jul 30, 2026 |
| Lunt Capital Management, Inc. | Sell | -4,311 | -1.5% | 284,878 | $11.63M | Q2 2026 | Jul 30, 2026 |
| Geowealth Management, Llc | Buy | +179 | +0.7% | 24,306 | $992.29K | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | Buy | +1,707 | +23.5% | 8,970 | $366.20K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +356 | — | 356 | $14.52K | Q2 2026 | Jul 28, 2026 |
| International Assets Investment Management, Llc | Buy | +2,400 | — | 2,400 | $97.92K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Sell | -3,147 | -31.5% | 6,855 | $279.14K | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, Llc | Sell | -745 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Cwm, Llc | Sell | -5,693 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -146 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | Sell | -31 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
Frequently asked questions about FCTR activity
Which institutional owners are buying FCTR?
Institutional owners buying FCTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FCTR activity?
"Buy" means an investor increased their reported position in FCTR compared to the prior reporting period. This reflects growing exposure to FIRST TRUST LUNT US FACTOR (FCTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FCTR increasing?
Institutional interest in FCTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.