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

Meeder 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
2022 Q2	–	Sell	-968	Closed	-$32K	–	2251
2022 Q1	$32K	Hold	968	–	–	﹤0.01%	1102
2021 Q4	$34K	Hold	968	–	–	﹤0.01%	557
2021 Q3	$33K	Hold	968	–	–	﹤0.01%	1225
2021 Q2	$34K	Hold	968	–	–	﹤0.01%	1266
2021 Q1	$32K	Buy	+968	New	+$31.2K	﹤0.01%	1257

Other funds holding FCTR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Meeder Asset Management's FCTR Position: Q2 2022 in Review

Meeder Asset Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2022, closing a stake of 968 shares — an estimated $32K sold.

Meeder Asset Management first reported a position in FCTR in Q1 2021 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 78 funds tracked by Wall St. Rank hold FCTR as of Q2 2022.

Meeder Asset Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 968 First Trust Lunt US Factor Rotation ETF shares in Q2 2022, an estimated $32K.
Meeder Asset Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2021 and held it in 5 quarters.
Meeder Asset Management's First Trust Lunt US Factor Rotation ETF position peaked at $34K in Q4 2021.
78 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.