Clarus Wealth Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Clarus Wealth 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
2025 Q1	–	Sell	-8,902	Closed	-$287K	–	98
2024 Q4	$287K	Sell	8,902 -194	-2%	-$6.41K	0.14%	100
2024 Q3	$281K	Buy	9,096 +631	+7%	+$19K	0.14%	100
2024 Q2	$269K	Sell	8,465 -962	-10%	-$29.6K	0.14%	101
2024 Q1	$286K	Sell	9,427 -3,995	-30%	-$116K	0.16%	101
2023 Q4	$362K	Buy	+13,422	New	+$339K	0.21%	87
2023 Q2	$372K	Buy	+14,170	New	+$365K	0.23%	85
2019 Q3	–	Sell	-383	Closed	-$8K	–	269
2019 Q2	$8K	Buy	+383	New	+$8.16K	0.01%	457

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 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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Clarus Wealth Advisors's FCTR Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2025, closing a stake of 8,902 shares — an estimated $287K sold.

Clarus Wealth Advisors first reported a position in FCTR in Q2 2019 and held it in 7 quarters. The position peaked at $372K in Q2 2023. 31 funds tracked by Wall St. Rank hold FCTR as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 8,902 First Trust Lunt US Factor Rotation ETF shares in Q1 2025, an estimated $287K.
Clarus Wealth Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2019 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $372K in Q2 2023.
31 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.