Ameriprise
FCTR icon

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

Ameriprise’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
2023
Q4 		– Sell
-56,161
Closed -$1.38M – 3920
2023
Q3 		$1.38M Buy
+56,161
New +$1.46M ﹤0.01% 3002

Other funds holding FCTR

Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wolf Group Capital Advisors
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ameriprise's FCTR Position: Q4 2023 in Review

Ameriprise sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2023, closing a stake of 56,161 shares — an estimated $1.38M sold.

Ameriprise first reported a position in FCTR in Q3 2023 and held it in 1 quarter. The position peaked at $1.38M in Q3 2023. 44 funds tracked by Wall St. Rank hold FCTR as of Q4 2023.

  • Ameriprise reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 56,161 First Trust Lunt US Factor Rotation ETF shares in Q4 2023, an estimated $1.38M.
  • Ameriprise first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2023 and held it in 1 quarter.
  • Ameriprise's First Trust Lunt US Factor Rotation ETF position peaked at $1.38M in Q3 2023.
  • 44 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.