Creekmur Asset Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Creekmur Asset Management’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 Q3	$49.9K	Sell	1,404 -8	-0.6%	-$275	0.01%	341
2025 Q2	$48K	Hold	1,412	–	–	0.01%	345
2025 Q1	$43.7K	Hold	1,412	–	–	0.01%	330
2024 Q4	$46.5K	Sell	1,412 -6	-0.4%	-$198	0.01%	246
2024 Q3	$44.1K	Sell	1,418 -2	-0.1%	-$60	0.01%	256
2024 Q2	$44.1K	Sell	1,420 -100	-7%	-$3.07K	0.01%	275
2024 Q1	$47.2K	Sell	1,520 -69	-4%	-$2K	0.02%	261
2023 Q4	$44.2K	Buy	+1,589	New	+$40.2K	0.01%	315

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Creekmur Asset Management's FCTR Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 0.57% in Q3 2025, selling an estimated $275 and leaving 1,404 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #341.

Creekmur Asset Management first reported a position in FCTR in Q4 2023 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold FCTR as of Q3 2025.

Creekmur Asset Management held 1,404 shares of First Trust Lunt US Factor Rotation ETF worth $49.9K as of Q3 2025.
Creekmur Asset Management sold 8 First Trust Lunt US Factor Rotation ETF shares in Q3 2025, an estimated $275.
First Trust Lunt US Factor Rotation ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #341 holding.
Creekmur Asset Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2023 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.