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American Portfolios Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$96.4K Sell
3,686
-88
-2% -$2.5K ﹤0.01% 1379
2022
Q2 		$103K Buy
3,774
+8
+0.2% +$237 ﹤0.01% 1385
2022
Q1 		$123K Buy
3,766
+341
+10% +$10.9K ﹤0.01% 1407
2021
Q4 		$122K Buy
3,425
+412
+14% +$14.5K ﹤0.01% 1416
2021
Q3 		$102K Buy
3,013
+1,366
+83% +$48.3K ﹤0.01% 1441
2021
Q2 		$57.2K Buy
1,647
+2
+0.1% +$68 ﹤0.01% 1670
2021
Q1 		$54.1K Buy
1,645
+3
+0.2% +$97 ﹤0.01% 1574
2020
Q4 		$48.4K Sell
1,642
-100
-6% -$2.75K ﹤0.01% 1425
2020
Q3 		$44.3K Buy
1,742
+100
+6% +$2.5K ﹤0.01% 1368
2020
Q2 		$39K Sell
1,642
-1,100
-40% -$23.4K ﹤0.01% 1381
2020
Q1 		$48.6K Buy
2,742
+582
+27% +$12.3K ﹤0.01% 1172
2019
Q4 		$49.2K Buy
+2,160
New +$47.8K ﹤0.01% 1354

Other funds holding FCTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

American Portfolios Advisors's FCTR Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 2.3% in Q3 2022, selling an estimated $2.5K and leaving 3,686 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

American Portfolios Advisors first reported a position in FCTR in Q4 2019 and has held it in 12 quarters since. The position peaked at $123K in Q1 2022. 72 funds tracked by Wall St. Rank hold FCTR as of Q3 2022.

  • American Portfolios Advisors held 3,686 shares of First Trust Lunt US Factor Rotation ETF worth $96.4K as of Q3 2022.
  • American Portfolios Advisors sold 88 First Trust Lunt US Factor Rotation ETF shares in Q3 2022, an estimated $2.5K.
  • First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1379 holding.
  • American Portfolios Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2019 and has held it in 12 quarters since.
  • American Portfolios Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $123K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.