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 Q2	$213K	Buy	+5,214	New	+$201K	0.08%	162
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 $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlueChip Wealth Advisors's FCTR Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2026: 5,214 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #162 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in FCTR as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in FCTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $487K in Q2 2024. 26 funds tracked by Wall St. Rank hold FCTR as of Q2 2026.

BlueChip Wealth Advisors held 5,214 shares of First Trust Lunt US Factor Rotation ETF worth $213K as of Q2 2026.
First Trust Lunt US Factor Rotation ETF was a new BlueChip Wealth Advisors position in Q2 2026.
First Trust Lunt US Factor Rotation ETF made up 0.08% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #162 holding.
BlueChip Wealth Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $487K in Q2 2024.
26 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.