CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

CAPTRUST Financial 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
2020
Q3 		– Sell
-300
Closed -$7K – 3108
2020
Q2 		$7K Buy
+300
New +$6.38K ﹤0.01% 2301

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AW
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CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAPTRUST Financial Advisors's FCTR Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2020, closing a stake of 300 shares — an estimated $7K sold.

CAPTRUST Financial Advisors first reported a position in FCTR in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 23 funds tracked by Wall St. Rank hold FCTR as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 300 First Trust Lunt US Factor Rotation ETF shares in Q3 2020, an estimated $7K.
  • CAPTRUST Financial Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $7K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.