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Legacy Capital Wealth Partners’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Legacy Capital Wealth Partners’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
2022
Q1 		– Sell
-352,155
Closed -$12.5M – 55
2021
Q4 		$12.5M Buy
352,155
+176,991
+101% +$6.25M 5.17% 11
2021
Q3 		$5.96M Buy
+175,164
New +$6.2M 2.33% 14

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SIA
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Wealth Partners's FCTR Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2022, closing a stake of 352,155 shares — an estimated $12.5M sold.

Legacy Capital Wealth Partners first reported a position in FCTR in Q3 2021 and held it in 2 quarters. The position peaked at $12.5M in Q4 2021. 88 funds tracked by Wall St. Rank hold FCTR as of Q1 2022.

  • Legacy Capital Wealth Partners reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 352,155 First Trust Lunt US Factor Rotation ETF shares in Q1 2022, an estimated $12.5M.
  • Legacy Capital Wealth Partners first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's First Trust Lunt US Factor Rotation ETF position peaked at $12.5M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.