BlueChip Wealth Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

BlueChip Wealth Advisors’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
2026 Q1	–	Sell	-12,096	Closed	-$431K	–	150
2025 Q4	$431K	Buy	12,096 +5,769	+91%	+$204K	0.18%	93
2025 Q3	$225K	Sell	6,327 -5,769	-48%	-$199K	0.1%	146
2025 Q2	$411K	Hold	12,096	–	–	0.18%	99
2025 Q1	$374K	Buy	12,096 +5,769	+91%	+$189K	0.18%	101
2024 Q4	$208K	Sell	6,327 -8,225	-57%	-$272K	0.12%	131
2024 Q3	$453K	Sell	14,552 -1,140	-7%	-$34.4K	0.24%	86
2024 Q2	$487K	Buy	15,692 +723	+5%	+$22.2K	0.29%	72
2024 Q1	$465K	Hold	14,969	–	–	0.3%	63
2023 Q4	$416K	Buy	+14,969	New	+$378K	0.29%	70

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlueChip Wealth Advisors's FCTR Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2026, closing a stake of 12,096 shares — an estimated $431K sold.

BlueChip Wealth Advisors first reported a position in FCTR in Q4 2023 and held it in 9 quarters. The position peaked at $487K in Q2 2024. 23 funds tracked by Wall St. Rank hold FCTR as of Q1 2026.

BlueChip Wealth Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
BlueChip Wealth Advisors sold 12,096 First Trust Lunt US Factor Rotation ETF shares in Q1 2026, an estimated $431K.
BlueChip Wealth Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2023 and held it in 9 quarters.
BlueChip Wealth Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $487K in Q2 2024.
23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.