Janney Montgomery Scott
FCTR icon

Janney Montgomery Scott’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-88,222
Closed -$2.42M – 2658
2023
Q1 		$2.42M Buy
88,222
+29,558
+50% +$824K 0.01% 902
2022
Q4 		$1.64M Buy
+58,664
New +$1.67M 0.01% 1120

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
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
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's FCTR Position: Q2 2023 in Review

Janney Montgomery Scott sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2023, closing a stake of 88,222 shares — an estimated $2.42M sold.

Janney Montgomery Scott first reported a position in FCTR in Q4 2022 and held it in 2 quarters. The position peaked at $2.42M in Q1 2023. 55 funds tracked by Wall St. Rank hold FCTR as of Q2 2023.

  • Janney Montgomery Scott reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 88,222 First Trust Lunt US Factor Rotation ETF shares in Q2 2023, an estimated $2.42M.
  • Janney Montgomery Scott first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's First Trust Lunt US Factor Rotation ETF position peaked at $2.42M in Q1 2023.
  • 55 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.