Blue Barn Wealth
FCTR icon

Blue Barn Wealth’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Blue Barn Wealth’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
2024
Q4 		– Sell
-8,867
Closed -$276K – 155
2024
Q3 		$276K Buy
+8,867
New +$268K 0.14% 109

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LPL Financial
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Soltis Investment Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Wolf Group Capital Advisors
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Blue Barn Wealth's FCTR Position: Q4 2024 in Review

Blue Barn Wealth sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2024, closing a stake of 8,867 shares — an estimated $276K sold.

Blue Barn Wealth first reported a position in FCTR in Q3 2024 and held it in 1 quarter. The position peaked at $276K in Q3 2024. 36 funds tracked by Wall St. Rank hold FCTR as of Q4 2024.

  • Blue Barn Wealth reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 8,867 First Trust Lunt US Factor Rotation ETF shares in Q4 2024, an estimated $276K.
  • Blue Barn Wealth first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2024 and held it in 1 quarter.
  • Blue Barn Wealth's First Trust Lunt US Factor Rotation ETF position peaked at $276K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2024.

Based on Blue Barn Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.