Kingsview Wealth Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Kingsview Wealth 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
2024 Q2	–	Sell	-7,034	Closed	-$219K	–	1064
2024 Q1	$219K	Buy	+7,034	New	+$204K	0.01%	936
2023 Q1	–	Sell	-7,893	Closed	-$220K	–	903
2022 Q4	$220K	Sell	7,893 -744	-9%	-$21.1K	0.01%	762
2022 Q3	$226K	Sell	8,637 -2,172	-20%	-$61.8K	0.01%	723
2022 Q2	$294K	Buy	10,809 +753	+7%	+$22.3K	0.01%	667
2022 Q1	$329K	Buy	10,056 +1,110	+12%	+$35.5K	0.01%	670
2021 Q4	$318K	Buy	+8,946	New	+$316K	0.01%	704

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kingsview Wealth Management's FCTR Position: Q2 2024 in Review

Kingsview Wealth Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2024, closing a stake of 7,034 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in FCTR in Q4 2021 and held it in 6 quarters. The position peaked at $329K in Q1 2022. 44 funds tracked by Wall St. Rank hold FCTR as of Q2 2024.

Kingsview Wealth Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 7,034 First Trust Lunt US Factor Rotation ETF shares in Q2 2024, an estimated $219K.
Kingsview Wealth Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 6 quarters.
Kingsview Wealth Management's First Trust Lunt US Factor Rotation ETF position peaked at $329K in Q1 2022.
44 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.