AG
FCTR icon

Advisor Group’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Advisor Group’s Portfolio FCTR Stock Details FCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$475K Buy
20,830
+652
+3% +$14.4K ﹤0.01% 1707
2019
Q3 		$440K Buy
+20,178
New +$442K ﹤0.01% 1719

Other funds holding FCTR

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Advisor Group's FCTR Position: Q4 2019 in Review

Advisor Group increased its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 3.2% in Q4 2019, buying an estimated $14.4K and bringing the position to 20,830 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Advisor Group first reported a position in FCTR in Q3 2019 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold FCTR as of Q4 2019.

  • Advisor Group held 20,830 shares of First Trust Lunt US Factor Rotation ETF worth $475K as of Q4 2019.
  • Advisor Group bought 652 First Trust Lunt US Factor Rotation ETF shares in Q4 2019, an estimated $14.4K.
  • First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1707 holding.
  • Advisor Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2019 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.