Kingsview Wealth Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,034
| Closed | -$219K | – | 1063 |
|
|
2024
Q1 | $219K | Buy |
+7,034
| New | +$219K | 0.01% | 936 |
|
|
2023
Q1 | – | Sell |
-7,893
| Closed | -$220K | – | 903 |
|
|
2022
Q4 | $220K | Sell |
7,893
-744
| -9% | -$20.8K | 0.01% | 762 |
|
|
2022
Q3 | $226K | Sell |
8,637
-2,172
| -20% | -$56.8K | 0.01% | 723 |
|
|
2022
Q2 | $294K | Buy |
10,809
+753
| +7% | +$20.5K | 0.01% | 666 |
|
|
2022
Q1 | $329K | Buy |
10,056
+1,110
| +12% | +$36.4K | 0.01% | 669 |
|
|
2021
Q4 | $318K | Buy |
+8,946
| New | +$318K | 0.01% | 694 |
|