LifePro Asset Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

LifePro Asset 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
2023 Q3	–	Sell	-7,872	Closed	-$207K	–	115
2023 Q2	$207K	Sell	7,872 -2,849	-27%	-$73.3K	0.16%	97
2023 Q1	$299K	Hold	10,721	–	–	0.22%	82
2022 Q4	$299K	Sell	10,721 -89	-0.8%	-$2.53K	0.22%	82
2022 Q3	$283K	Sell	10,810 -3	-0%	-$85	0.16%	61
2022 Q2	$294K	Sell	10,813 -4	-0%	-$118	0.15%	91
2022 Q1	$354K	Buy	+10,817	New	+$345K	0.13%	89

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 San Diego, California $377B AUM 19.32% 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 $2.58B AUM 18.84% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePro Asset Management's FCTR Position: Q3 2023 in Review

LifePro Asset Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2023, closing a stake of 7,872 shares — an estimated $207K sold.

LifePro Asset Management first reported a position in FCTR in Q1 2022 and held it in 6 quarters. The position peaked at $354K in Q1 2022. 43 funds tracked by Wall St. Rank hold FCTR as of Q3 2023.

LifePro Asset Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 7,872 First Trust Lunt US Factor Rotation ETF shares in Q3 2023, an estimated $207K.
LifePro Asset Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2022 and held it in 6 quarters.
LifePro Asset Management's First Trust Lunt US Factor Rotation ETF position peaked at $354K in Q1 2022.
43 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.