Insigneo Advisory Services’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Insigneo Advisory Services’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	–	Sell	-6,736	Closed	-$209K	–	648
2024 Q3	$209K	Sell	6,736 -1,391	-17%	-$42K	0.02%	544
2024 Q2	$227K	Buy	8,127 +9	+0.1%	+$276	0.03%	475
2024 Q1	$252K	Sell	8,118 -4,123	-34%	-$120K	0.03%	423
2023 Q4	$340K	Sell	12,241 -8	-0.1%	-$202	0.05%	312
2023 Q3	$302K	Sell	12,249 -131	-1%	-$3.4K	0.06%	284
2023 Q2	$325K	Buy	12,380 +4,218	+52%	+$109K	0.06%	273
2023 Q1	$224K	Sell	8,162 -476	-6%	-$13.3K	0.07%	247
2022 Q4	$241K	Buy	+8,638	New	+$245K	0.09%	223

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

Insigneo Advisory Services's FCTR Position: Q4 2024 in Review

Insigneo Advisory Services sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2024, closing a stake of 6,736 shares — an estimated $209K sold.

Insigneo Advisory Services first reported a position in FCTR in Q4 2022 and held it in 8 quarters. The position peaked at $340K in Q4 2023. 36 funds tracked by Wall St. Rank hold FCTR as of Q4 2024.

Insigneo Advisory Services reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 6,736 First Trust Lunt US Factor Rotation ETF shares in Q4 2024, an estimated $209K.
Insigneo Advisory Services first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2022 and held it in 8 quarters.
Insigneo Advisory Services's First Trust Lunt US Factor Rotation ETF position peaked at $340K in Q4 2023.
36 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.