Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Cetera Investment Advisers’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
2022
Q4 		– Sell
-62,081
Closed -$1.62M – 2133
2022
Q3 		$1.62M Sell
62,081
-742
-1% -$21.1K 0.03% 526
2022
Q2 		$1.71M Buy
62,823
+16,163
+35% +$479K 0.03% 586
2022
Q1 		$1.53M Buy
46,660
+12,268
+36% +$392K 0.02% 657
2021
Q4 		$1.22M Buy
+34,392
New +$1.21M 0.02% 734

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cetera Investment Advisers's FCTR Position: Q4 2022 in Review

Cetera Investment Advisers sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2022, closing a stake of 62,081 shares — an estimated $1.62M sold.

Cetera Investment Advisers first reported a position in FCTR in Q4 2021 and held it in 4 quarters. The position peaked at $1.71M in Q2 2022. 74 funds tracked by Wall St. Rank hold FCTR as of Q4 2022.

  • Cetera Investment Advisers reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 62,081 First Trust Lunt US Factor Rotation ETF shares in Q4 2022, an estimated $1.62M.
  • Cetera Investment Advisers first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 4 quarters.
  • Cetera Investment Advisers's First Trust Lunt US Factor Rotation ETF position peaked at $1.71M in Q2 2022.
  • 74 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.