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FCTR icon

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

IFP 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
2025
Q4 		– Sell
-165
Closed -$5.86K – 4934
2025
Q3 		$5.86K Hold
165
– – ﹤0.01% 3152
2025
Q2 		$5.61K Hold
165
– – ﹤0.01% 3293
2025
Q1 		$5.1K Hold
165
– – ﹤0.01% 2837
2024
Q4 		$5.43K Hold
165
– – ﹤0.01% 2766
2024
Q3 		$5.13K Hold
165
– – ﹤0.01% 2664
2024
Q2 		$5.12K Hold
165
– – ﹤0.01% 2549
2024
Q1 		$5.13K Hold
165
– – ﹤0.01% 2448
2023
Q4 		$4.58K Sell
165
-42
-20% -$1.06K ﹤0.01% 2457
2023
Q3 		$5.1K Sell
207
-225
-52% -$5.84K ﹤0.01% 2496
2023
Q2 		$11.3K Sell
432
-1
-0.2% -$26 ﹤0.01% 2253
2023
Q1 		$8.8K Sell
433
-4,917
-92% -$137K ﹤0.01% 2345
2022
Q4 		$117K Sell
5,350
-1,510
-22% -$42.9K ﹤0.01% 1659
2022
Q3 		$149K Buy
6,860
+4
+0.1% +$114 ﹤0.01% 1593
2022
Q2 		$149K Hold
6,856
– – ﹤0.01% 1454
2022
Q1 		$149K Buy
6,856
+5,827
+566% +$186K ﹤0.01% 1454
2021
Q4 		$46K Buy
1,029
+173
+20% +$6.11K ﹤0.01% 1582
2021
Q3 		$36K Buy
+856
New +$30.3K ﹤0.01% 1714

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

IFP Advisors's FCTR Position: Q4 2025 in Review

IFP Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2025, closing a stake of 165 shares — an estimated $5.86K sold.

IFP Advisors first reported a position in FCTR in Q3 2021 and held it in 17 quarters. The position peaked at $149K in Q3 2022. 27 funds tracked by Wall St. Rank hold FCTR as of Q4 2025.

  • IFP Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 165 First Trust Lunt US Factor Rotation ETF shares in Q4 2025, an estimated $5.86K.
  • IFP Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 17 quarters.
  • IFP Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $149K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.