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First Trust Lunt US Factor (FCTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
DECREASED
Shares300,784 from 303,333
Change-2,549 (-1%)
Value$11.3M (-$1.1M)
Filed 2026-11-09
Lunt Capital Management, Inc.
INCREASED
Shares287,722 from 284,878
Change+2,844 (+1%)
Value$10.8M (-$821.1K)
Filed 2026-10-30
Soltis Investment Advisors LLC
UNCHANGED
Shares124,249 from 124,249
Change0 (0%)
Value$4.7M (-$404.7K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares112,066 from 115,164
Change-3,098 (-3%)
Value$4.2M (-$491.5K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares13,784 from 8,970
Change+4,814 (+54%)
Value$517.8K (+$151.6K)
Filed 2026-10-15
Kraft, Davis & Associates, LLC
UNCHANGED
Shares12,172 from 12,172
Change0 (0%)
Value$420.9K (-$60.5K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
INCREASED
Shares10,838 from 5,214
Change+5,624 (+108%)
Value$407.2K (+$194.3K)
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares7,836 from 7,839
Change-3 (0%)
Value$294.4K (-$25.6K)
Filed 2026-11-09
Wealth Advisory Solutions, LLC
UNCHANGED
Shares7,752 from 7,752
Change0 (0%)
Value$291.2K (-$25.3K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares6,220 from 6,855
Change-635 (-9%)
Value$233.7K (-$45.5K)
Filed 2026-10-08
United Advisor Group, LLC
UNCHANGED
Shares6,092 from 6,092
Change0 (0%)
Value$228.9K (-$19.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$97.9K)
Filed 2026-11-02
Creative Financial Designs Inc
CLOSED
Shares0 from 356
Change-356 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-04
Parallel Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-03
Summit Financial, LLC
N/A
Shares— from 64,726
Change-64,726 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,681
Change-49,681 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 48,023
Change-48,023 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,306
Change-24,306 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,050
Change-16,050 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
UBS Group AG
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Geneos Wealth Management Inc.
DECREASED300,784303,333-2,549-1%$12.4M$11.3M-$1.1M2026-11-09
Lunt Capital Management, Inc.
INCREASED287,722284,878+2,844+1%$11.6M$10.8M-$821.1K2026-10-30
Soltis Investment Advisors LLC
UNCHANGED124,249124,24900%$5.1M$4.7M-$404.7K2026-10-28
LPL Financial LLC
DECREASED112,066115,164-3,098-3%$4.7M$4.2M-$491.5K2026-11-06
Atria Investments, Inc
INCREASED13,7848,970+4,814+54%$366.2K$517.8K+$151.6K2026-10-15
Kraft, Davis & Associates, LLC
UNCHANGED12,17212,17200%$481.4K$420.9K-$60.5K2026-10-21
BlueChip Wealth Advisors LLC
INCREASED10,8385,214+5,624+108%$212.9K$407.2K+$194.3K2026-11-03
Harbour Investments, Inc.
DECREASED7,8367,839-30%$320.0K$294.4K-$25.6K2026-11-09
Wealth Advisory Solutions, LLC
UNCHANGED7,7527,75200%$316.5K$291.2K-$25.3K2026-10-20
Farther Finance Advisors, LLC
DECREASED6,2206,855-635-9%$279.1K$233.7K-$45.5K2026-10-08
United Advisor Group, LLC
UNCHANGED6,0926,09200%$248.7K$228.9K-$19.8K2026-11-03
International Assets Investment Management, LLC
CLOSED02,400-2,400-100%$97.9K$0-$97.9K2026-11-02
Creative Financial Designs Inc
CLOSED0356-356-100%$14.5K$0-$14.5K2026-11-04
Parallel Advisors, LLC
CLOSED0100-100-100%$4.1K$0-$4.1K2026-11-03
Summit Financial, LLC
N/A—64,726-64,726-100%$2.6M———
Susquehanna International Group, LLP
N/A—49,681-49,681-100%$2.0M———
Goldman Sachs Group Inc
N/A—48,023-48,023-100%$2.0M———
GeoWealth Management, LLC
N/A—24,306-24,306-100%$992.3K———
Jane Street Group, LLC
N/A—16,050-16,050-100%$655.2K———
Morgan Stanley
N/A—14,530-14,530-100%$593.2K———
Raymond James Financial Inc
N/A—8,952-8,952-100%$365.5K———
Stifel Financial Corp
N/A—6,964-6,964-100%$284.3K———
Osaic Holdings, Inc.
N/A—5,544-5,544-100%$226.4K———
Steward Partners Investment Advisory, LLC
N/A—192-192-100%$7.8K———
UBS Group AG
N/A—100-100-100%$4.1K———
Showing 25 of 25 institutions