FIRST TRUST LUNT US FACTOR (FCTR) Institutional Shareholders
FIRST TRUST LUNT US FACTOR (FCTR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $46.09M in FCTR holdings during the latest filing period.
Geneos Wealth Management Inc. is currently the largest disclosed institutional shareholder of FCTR tracked by InsiderSet, reporting ownership valued at approximately $12.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.91M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed FCTR value among the investors covered in this analysis. Major shareholders include Geneos Wealth Management Inc., Lunt Capital Management, Inc., Soltis Investment Advisors Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST LUNT US FACTOR (FCTR).
This page ranks the largest institutional FCTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$46.09M
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$12.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 0.25% | 303,333 | $12,382,070 | $11,907,853 | -$474,217 | -3.83% | |
| Lunt Capital Management, Inc. | 4.27% | 284,878 | $11,630,096 | $11,183,370 | -$446,726 | -3.84% | |
| Soltis Investment Advisors Llc | 0.29% | 124,249 | $5,072,473 | $4,877,606 | -$194,867 | -3.84% | |
| Lpl Financial Llc | 0.00% | 115,164 | $4,701,574 | $4,520,959 | -$180,615 | -3.84% | |
| Summit Financial, Llc | 0.03% | 64,726 | $2,642,452 | $2,540,929 | -$101,523 | -3.84% | |
| Susquehanna International Group, Llp | 0.00% | 49,681 | $2,028,222 | $1,950,312 | -$77,910 | -3.84% | |
| Goldman Sachs Group Inc | 0.00% | 48,023 | $1,960,534 | $1,885,225 | -$75,309 | -3.84% | |
| Geowealth Management, Llc | 0.03% | 24,306 | $992,293 | $954,173 | -$38,120 | -3.84% | |
| Jane Street Group, Llc | 0.00% | 16,050 | $655,240 | $630,070 | -$25,170 | -3.84% | |
| Morgan Stanley | 0.00% | 14,530 | $593,205 | $570,400 | -$22,805 | -3.84% | |
| Kraft, Davis & Associates, Llc | 0.10% | 12,172 | $481,403 | $477,833 | -$3,570 | -0.74% | |
| Atria Investments, Inc | 0.00% | 8,970 | $366,199 | $352,133 | -$14,066 | -3.84% | |
| Raymond James Financial Inc | 0.00% | 8,952 | $365,465 | $351,426 | -$14,039 | -3.84% | |
| Harbour Investments, Inc. | 0.00% | 7,839 | $320,018 | $307,733 | -$12,285 | -3.84% | |
| Wealth Advisory Solutions, Llc | 0.06% | 7,752 | $316,475 | $304,318 | -$12,157 | -3.84% | |
| Stifel Financial Corp | 0.00% | 6,964 | $284,306 | $273,384 | -$10,922 | -3.84% | |
| Farther Finance Advisors, Llc | 0.00% | 6,855 | $279,139 | $269,105 | -$10,034 | -3.59% | |
| United Advisor Group, Llc | 0.03% | 6,092 | $248,705 | $239,152 | -$9,553 | -3.84% | |
| Osaic Holdings, Inc. | 0.00% | 5,544 | $226,362 | $217,639 | -$8,723 | -3.85% | |
| Bluechip Wealth Advisors Llc | 0.08% | 5,214 | $212,860 | $204,684 | -$8,176 | -3.84% | |
| Cwm, Llc | 0.00% | 5,693 | $203,052 | $223,488 | +$20,436 | +10.06% | |
| International Assets Investment Management, Llc | 0.01% | 2,400 | $97,915 | $94,216 | -$3,699 | -3.78% | |
| Creative Financial Designs Inc | 0.00% | 356 | $14,521 | $13,975 | -$546 | -3.76% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 192 | $7,824 | $7,537 | -$287 | -3.66% | |
| Ubs Group Ag | 0.00% | 100 | $4,083 | $3,926 | -$157 | -3.85% | |
| Parallel Advisors, Llc | 0.00% | 100 | $4,082 | $3,926 | -$156 | -3.83% |
Frequently asked questions about FCTR
Who owns the most FCTR stock?
The largest holders of FCTR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST LUNT US FACTOR (FCTR).
Is FCTR widely held by superinvestors?
Many widely followed stocks like FCTR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCTR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.