Carson Wealth (CWM LLC)’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Hold |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $205K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $6K | Buy |
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