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Ignite Planners’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Ignite Planners’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
2022
Q4 		– Sell
-25,018
Closed -$675K – 249
2022
Q3 		$675K Sell
25,018
-4,164
-14% -$119K 0.54% 53
2022
Q2 		$803K Sell
29,182
-10,682
-27% -$316K 0.66% 42
2022
Q1 		$1.21M Sell
39,864
-12,347
-24% -$394K 0.81% 30
2021
Q4 		$1.69M Buy
+52,211
New +$1.84M 1.1% 16

Other funds holding FCTR

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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ignite Planners's FCTR Position: Q4 2022 in Review

Ignite Planners sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2022, closing a stake of 25,018 shares — an estimated $675K sold.

Ignite Planners first reported a position in FCTR in Q4 2021 and held it in 4 quarters. The position peaked at $1.69M in Q4 2021. 74 funds tracked by Wall St. Rank hold FCTR as of Q4 2022.

  • Ignite Planners reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Ignite Planners sold 25,018 First Trust Lunt US Factor Rotation ETF shares in Q4 2022, an estimated $675K.
  • Ignite Planners first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 4 quarters.
  • Ignite Planners's First Trust Lunt US Factor Rotation ETF position peaked at $1.69M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2022.

Based on Ignite Planners's 13F filing for Q4 2022, filed 3 Feb 2023.