Ameritas Advisory Services’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-82	Closed	-$2.79K	–	2382
2025 Q2	$2.79K	Buy	+82	New	+$2.62K	﹤0.01%	2410
2024 Q3	–	Sell	-7,937	Closed	-$246K	–	874
2024 Q2	$246K	Sell	7,937 -5,101	-39%	-$157K	0.01%	795
2024 Q1	$405K	Buy	13,038 +798	+7%	+$23.2K	0.02%	611
2023 Q4	$340K	Sell	12,240 -101,707	-89%	-$2.57M	0.02%	519
2023 Q3	$2.81M	Buy	+113,947	New	+$2.96M	0.14%	149
2023 Q2	–	Sell	-67,670	Closed	-$1.83M	–	1197
2023 Q1	$1.83M	Buy	67,670 +22,582	+50%	+$629K	0.09%	209
2022 Q4	$1.26M	Buy	45,088 +2,490	+6%	+$70.8K	0.06%	294
2022 Q3	$1.11M	Buy	42,598 +4,008	+10%	+$114K	0.07%	261
2022 Q2	$1.05M	Buy	38,590 +4,651	+14%	+$138K	0.06%	280
2022 Q1	$1.11M	Buy	+33,939	New	+$1.08M	0.04%	319

Other funds holding FCTR

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ameritas Advisory Services's FCTR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2025, closing a stake of 82 shares — an estimated $2.79K sold.

Ameritas Advisory Services first reported a position in FCTR in Q1 2022 and held it in 10 quarters. The position peaked at $2.81M in Q3 2023. 29 funds tracked by Wall St. Rank hold FCTR as of Q3 2025.

Ameritas Advisory Services reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 82 First Trust Lunt US Factor Rotation ETF shares in Q3 2025, an estimated $2.79K.
Ameritas Advisory Services first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2022 and held it in 10 quarters.
Ameritas Advisory Services's First Trust Lunt US Factor Rotation ETF position peaked at $2.81M in Q3 2023.
29 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.