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International Assets Investment Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

International Assets Investment Management’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
2026
Q2 		$97.9K Buy
+2,400
New +$92.7K 0.01% 1100
2024
Q3 		– Sell
-4,850
Closed -$150K – 1970
2024
Q2 		$150K Buy
+4,850
New +$149K 0.01% 807

Other funds holding FCTR

KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

International Assets Investment Management's FCTR Position: Q2 2026 in Review

International Assets Investment Management opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2026: 2,400 shares worth $97.9K. The stake represents 0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in FCTR as recently as Q2 2024.

International Assets Investment Management first reported a position in FCTR in Q2 2024 and has held it in 2 quarters since. The position peaked at $150K in Q2 2024. 7 funds tracked by Wall St. Rank hold FCTR as of Q2 2026.

  • International Assets Investment Management held 2,400 shares of First Trust Lunt US Factor Rotation ETF worth $97.9K as of Q2 2026.
  • First Trust Lunt US Factor Rotation ETF was a new International Assets Investment Management position in Q2 2026.
  • First Trust Lunt US Factor Rotation ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1100 holding.
  • International Assets Investment Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2024 and has held it in 2 quarters since.
  • International Assets Investment Management's First Trust Lunt US Factor Rotation ETF position peaked at $150K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.