BWA
BlueChip Wealth Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
12,096
| – | – | 0.18% | 99 |
|
|
2025
Q1 | $374K | Buy |
12,096
+5,769
| +91% | +$178K | 0.18% | 101 |
|
|
2024
Q4 | $208K | Sell |
6,327
-8,225
| -57% | -$271K | 0.12% | 131 |
|
|
2024
Q3 | $453K | Sell |
14,552
-1,140
| -7% | -$35.5K | 0.24% | 86 |
|
|
2024
Q2 | $487K | Buy |
15,692
+723
| +5% | +$22.4K | 0.29% | 72 |
|
|
2024
Q1 | $465K | Hold |
14,969
| – | – | 0.3% | 63 |
|
|
2023
Q4 | $416K | Buy |
+14,969
| New | +$416K | 0.29% | 70 |
|