Key Bridge Compliance’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Key Bridge Compliance’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 Q3	$291K	Buy	+11,820	New	+$307K	0.09%	97

Other funds holding FCTR

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Key Bridge Compliance's FCTR Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2023: 11,820 shares worth $291K. The stake represents 0.09% of the portfolio and ranks #97 among its holdings.

43 funds tracked by Wall St. Rank hold FCTR as of Q3 2023.

Key Bridge Compliance held 11,820 shares of First Trust Lunt US Factor Rotation ETF worth $291K as of Q3 2023.
First Trust Lunt US Factor Rotation ETF was a new Key Bridge Compliance position in Q3 2023.
First Trust Lunt US Factor Rotation ETF made up 0.09% of Key Bridge Compliance's portfolio in Q3 2023, its #97 holding.
43 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.