GAA
FCTR icon

Global Assets Advisory’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-500
Closed -$15.5K – 213
2024
Q1 		$15.5K Buy
+500
New +$14.5K 0.01% 470

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Global Assets Advisory's FCTR Position: Q2 2024 in Review

Global Assets Advisory sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2024, closing a stake of 500 shares — an estimated $15.5K sold.

Global Assets Advisory first reported a position in FCTR in Q1 2024 and held it in 1 quarter. The position peaked at $15.5K in Q1 2024. 44 funds tracked by Wall St. Rank hold FCTR as of Q2 2024.

  • Global Assets Advisory reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 500 First Trust Lunt US Factor Rotation ETF shares in Q2 2024, an estimated $15.5K.
  • Global Assets Advisory first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's First Trust Lunt US Factor Rotation ETF position peaked at $15.5K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.