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Indie Asset Partners’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Indie Asset 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
2022
Q1 		– Sell
-6,175
Closed -$219K – 128
2021
Q4 		$219K Buy
6,175
+250
+4% +$8.82K 0.16% 120
2021
Q3 		$202K Buy
+5,925
New +$210K 0.16% 121

Other funds holding FCTR

SIA
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GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Indie Asset Partners's FCTR Position: Q1 2022 in Review

Indie Asset Partners sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2022, closing a stake of 6,175 shares — an estimated $219K sold.

Indie Asset Partners first reported a position in FCTR in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 88 funds tracked by Wall St. Rank hold FCTR as of Q1 2022.

  • Indie Asset Partners reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Indie Asset Partners sold 6,175 First Trust Lunt US Factor Rotation ETF shares in Q1 2022, an estimated $219K.
  • Indie Asset Partners first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 2 quarters.
  • Indie Asset Partners's First Trust Lunt US Factor Rotation ETF position peaked at $219K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2022.

Based on Indie Asset Partners's 13F filing for Q1 2022, filed 10 May 2022.