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

Other funds holding FCTR

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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.