Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Cambridge Investment Research 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
2024
Q4 		– Sell
-6,805
Closed -$212K – 3515
2024
Q3 		$212K Sell
6,805
-6,699
-50% -$202K ﹤0.01% 3103
2024
Q2 		$419K Buy
13,504
+5,308
+65% +$163K ﹤0.01% 2438
2024
Q1 		$255K Buy
8,196
+32
+0.4% +$930 ﹤0.01% 2836
2023
Q4 		$227K Sell
8,164
-758
-8% -$19.2K ﹤0.01% 2815
2023
Q3 		$220K Sell
8,922
-223
-2% -$5.79K ﹤0.01% 2732
2023
Q2 		$240K Sell
9,145
-19,113
-68% -$492K ﹤0.01% 2722
2023
Q1 		$775K Sell
28,258
-8,517
-23% -$237K ﹤0.01% 1750
2022
Q4 		$1.03M Sell
36,775
-5,397
-13% -$153K 0.01% 1499
2022
Q3 		$1.1M Sell
42,172
-75,470
-64% -$2.15M 0.01% 1407
2022
Q2 		$3.2M Sell
117,642
-12,139
-9% -$359K 0.02% 811
2022
Q1 		$4.25M Buy
129,781
+1,159
+0.9% +$37K 0.02% 712
2021
Q4 		$4.57M Buy
128,622
+16,287
+14% +$575K 0.02% 682
2021
Q3 		$3.82M Buy
112,335
+42,199
+60% +$1.49M 0.02% 730
2021
Q2 		$2.44M Buy
70,136
+26,552
+61% +$909K 0.01% 1003
2021
Q1 		$1.43M Buy
43,584
+36,573
+522% +$1.18M 0.01% 1201
2020
Q4 		$207K Buy
+7,011
New +$193K ﹤0.01% 2451
2020
Q1 		– Sell
-69,552
Closed -$1.58M – 2335
2019
Q4 		$1.58M Sell
69,552
-2,685
-4% -$59.5K 0.01% 901
2019
Q3 		$1.57M Buy
+72,237
New +$1.58M 0.01% 851
2019
Q2 		– Sell
-58,299
Closed -$1.22M – 2251
2019
Q1 		$1.22M Buy
+58,299
New +$1.15M 0.01% 938

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
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors's FCTR Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2024, closing a stake of 6,805 shares — an estimated $212K sold.

Cambridge Investment Research Advisors first reported a position in FCTR in Q1 2019 and held it in 19 quarters. The position peaked at $4.57M in Q4 2021. 36 funds tracked by Wall St. Rank hold FCTR as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,805 First Trust Lunt US Factor Rotation ETF shares in Q4 2024, an estimated $212K.
  • Cambridge Investment Research Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2019 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $4.57M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.