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Atria Wealth Solutions’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Atria Wealth Solutions’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 		– Sell
-8,859
Closed -$241K – 1789
2022
Q2 		$241K Sell
8,859
-1,282
-13% -$38K ﹤0.01% 1341
2022
Q1 		$332K Buy
+10,141
New +$324K 0.01% 1267

Other funds holding FCTR

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SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 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 $4.31B AUM 18.36% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $546M AUM 18.14% 1-Year Est. Return

Atria Wealth Solutions's FCTR Position: Q3 2022 in Review

Atria Wealth Solutions sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2022, closing a stake of 8,859 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in FCTR in Q1 2022 and held it in 2 quarters. The position peaked at $332K in Q1 2022. 72 funds tracked by Wall St. Rank hold FCTR as of Q3 2022.

  • Atria Wealth Solutions reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,859 First Trust Lunt US Factor Rotation ETF shares in Q3 2022, an estimated $241K.
  • Atria Wealth Solutions first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's First Trust Lunt US Factor Rotation ETF position peaked at $332K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.