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Dividend Assets Capital’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Dividend Assets Capital’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
2021
Q3 		– Sell
-3
Closed – – 519
2021
Q2 		$0 Buy
+3
New +$103 ﹤0.01% 531

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Dividend Assets Capital's FCTR Position: Q3 2021 in Review

Dividend Assets Capital sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2021, closing a stake of 3 shares.

Dividend Assets Capital first reported a position in FCTR in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 70 funds tracked by Wall St. Rank hold FCTR as of Q3 2021.

  • Dividend Assets Capital reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2021 after selling out during the quarter.
  • Dividend Assets Capital sold 3 First Trust Lunt US Factor Rotation ETF shares in Q3 2021.
  • Dividend Assets Capital first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2021 and held it in 1 quarter.
  • Dividend Assets Capital's First Trust Lunt US Factor Rotation ETF position peaked at $0 in Q2 2021.
  • 70 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2021.

Based on Dividend Assets Capital's 13F filing for Q3 2021, filed 1 Nov 2021.