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

Ergawealth 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
2023
Q3 		– Sell
-7,677
Closed -$202K – 52
2023
Q2 		$202K Sell
7,677
-7,937
-51% -$204K 0.14% 47
2023
Q1 		$428K Sell
15,614
-20,298
-57% -$566K 0.35% 25
2022
Q4 		$1M Buy
+35,912
New +$1.02M 0.91% 17

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ergawealth Advisors's FCTR Position: Q3 2023 in Review

Ergawealth Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2023, closing a stake of 7,677 shares — an estimated $202K sold.

Ergawealth Advisors first reported a position in FCTR in Q4 2022 and held it in 3 quarters. The position peaked at $1M in Q4 2022. 43 funds tracked by Wall St. Rank hold FCTR as of Q3 2023.

  • Ergawealth Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 7,677 First Trust Lunt US Factor Rotation ETF shares in Q3 2023, an estimated $202K.
  • Ergawealth Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2022 and held it in 3 quarters.
  • Ergawealth Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $1M in Q4 2022.
  • 43 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2023.

Based on Ergawealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.