Global Retirement Partners’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Global Retirement Partners’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 Q4	$3.36K	Hold	102	–	–	﹤0.01%	2874
2024 Q3	$3.16K	Sell	102 -214	-68%	-$6.46K	﹤0.01%	2768
2024 Q2	$9.82K	Sell	316 -71	-18%	-$2.18K	﹤0.01%	2332
2024 Q1	$12K	Buy	387 +71	+22%	+$2.06K	﹤0.01%	2041
2023 Q4	$8.52K	Buy	+316	New	+$7.99K	﹤0.01%	2131

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Global Retirement Partners's FCTR Position: Q4 2024 in Review

Global Retirement Partners held its First Trust Lunt US Factor Rotation ETF (FCTR) position steady in Q4 2024 at 102 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Global Retirement Partners first reported a position in FCTR in Q4 2023 and has held it in 5 quarters since. The position peaked at $12K in Q1 2024. 36 funds tracked by Wall St. Rank hold FCTR as of Q4 2024.

Global Retirement Partners held 102 shares of First Trust Lunt US Factor Rotation ETF worth $3.36K as of Q4 2024.
Global Retirement Partners left its First Trust Lunt US Factor Rotation ETF share count unchanged in Q4 2024.
First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2874 holding.
Global Retirement Partners first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2023 and has held it in 5 quarters since.
Global Retirement Partners's First Trust Lunt US Factor Rotation ETF position peaked at $12K in Q1 2024.
36 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.