Cetera Advisor Networks’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Cetera Advisor Networks’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
2023 Q3	–	Sell	-9,180	Closed	-$241K	–	2740
2023 Q2	$241K	Sell	9,180 -2,938	-24%	-$75.6K	﹤0.01%	2226
2023 Q1	$333K	Sell	12,118 -273	-2%	-$7.61K	﹤0.01%	1983
2022 Q4	$346K	Sell	12,391 -64,816	-84%	-$1.84M	﹤0.01%	1898
2022 Q3	$2.02M	Sell	77,207 -67,684	-47%	-$1.93M	0.03%	590
2022 Q2	$3.94M	Buy	+144,891	New	+$4.29M	0.05%	376
2020 Q3	–	Sell	-2,323	Closed	-$55K	–	1801
2020 Q2	$55K	Buy	+2,323	New	+$49.4K	﹤0.01%	1841

Other funds holding FCTR

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisor Networks's FCTR Position: Q3 2023 in Review

Cetera Advisor Networks sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2023, closing a stake of 9,180 shares — an estimated $241K sold.

Cetera Advisor Networks first reported a position in FCTR in Q2 2020 and held it in 6 quarters. The position peaked at $3.94M in Q2 2022. 43 funds tracked by Wall St. Rank hold FCTR as of Q3 2023.

Cetera Advisor Networks reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisor Networks sold 9,180 First Trust Lunt US Factor Rotation ETF shares in Q3 2023, an estimated $241K.
Cetera Advisor Networks first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2020 and held it in 6 quarters.
Cetera Advisor Networks's First Trust Lunt US Factor Rotation ETF position peaked at $3.94M in Q2 2022.
43 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.