Creative Financial Designs’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Creative Financial Designs’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
2026 Q2	$14.5K	Buy	+356	New	+$13.7K	﹤0.01%	1419
2025 Q2	–	Sell	-845	Closed	-$26.1K	–	2069
2025 Q1	$26.1K	Hold	845	–	–	﹤0.01%	1015
2024 Q4	$27.8K	Hold	845	–	–	﹤0.01%	963
2024 Q3	$26.3K	Hold	845	–	–	﹤0.01%	962
2024 Q2	$26.2K	Hold	845	–	–	﹤0.01%	934
2024 Q1	$26.3K	Hold	845	–	–	﹤0.01%	899
2023 Q4	$23.5K	Hold	845	–	–	﹤0.01%	878
2023 Q3	$20.8K	Hold	845	–	–	﹤0.01%	842
2023 Q2	$22.2K	Hold	845	–	–	﹤0.01%	826
2023 Q1	$23.2K	Hold	845	–	–	﹤0.01%	779
2022 Q4	$23.6K	Hold	845	–	–	﹤0.01%	728
2022 Q3	$22K	Hold	845	–	–	﹤0.01%	713
2022 Q2	$23K	Sell	845 -34,075	-98%	-$1.01M	﹤0.01%	705
2022 Q1	$1.14M	Buy	34,920 +895	+3%	+$28.6K	0.17%	120
2021 Q4	$1.21M	Buy	34,025 +623	+2%	+$22K	0.18%	115
2021 Q3	$1.14M	Buy	33,402 +3,061	+10%	+$108K	0.19%	107
2021 Q2	$1.05M	Buy	+30,341	New	+$1.04M	0.18%	106

Other funds holding FCTR

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's FCTR Position: Q2 2026 in Review

Creative Financial Designs opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2026: 356 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FCTR as recently as Q1 2025.

Creative Financial Designs first reported a position in FCTR in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2021. 26 funds tracked by Wall St. Rank hold FCTR as of Q2 2026.

Creative Financial Designs held 356 shares of First Trust Lunt US Factor Rotation ETF worth $14.5K as of Q2 2026.
First Trust Lunt US Factor Rotation ETF was a new Creative Financial Designs position in Q2 2026.
First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1419 holding.
Creative Financial Designs first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2021 and has held it in 17 quarters since.
Creative Financial Designs's First Trust Lunt US Factor Rotation ETF position peaked at $1.21M in Q4 2021.
26 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.