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Baker Avenue Asset Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Baker Avenue Asset Management’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
-2,973
Closed -$73.2K – 738
2023
Q3 		$73.2K Hold
2,973
– – ﹤0.01% 469
2023
Q2 		$78.1K Buy
+2,973
New +$76.5K ﹤0.01% 459

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LCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WGCA
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 $570B AUM 27.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baker Avenue Asset Management's FCTR Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2023, closing a stake of 2,973 shares — an estimated $73.2K sold.

Baker Avenue Asset Management first reported a position in FCTR in Q2 2023 and held it in 2 quarters. The position peaked at $78.1K in Q2 2023. 44 funds tracked by Wall St. Rank hold FCTR as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,973 First Trust Lunt US Factor Rotation ETF shares in Q4 2023, an estimated $73.2K.
  • Baker Avenue Asset Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's First Trust Lunt US Factor Rotation ETF position peaked at $78.1K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.