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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
-15,485
Closed -$500K – 213
2024
Q1 		$500K Buy
+15,485
New +$450K 0.02% 324

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
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 15,485 shares — an estimated $500K sold.

Global Assets Advisory first reported a position in FCTR in Q1 2024 and held it in 1 quarter. The position peaked at $500K 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 15,485 First Trust Lunt US Factor Rotation ETF shares in Q2 2024, an estimated $500K.
  • 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 $500K 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.