Mercer Global Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Mercer Global Advisors’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
2026 Q1	–	Sell	-6,057	Closed	-$216K	–	3260
2025 Q4	$216K	Buy	+6,057	New	+$214K	﹤0.01%	2498
2024 Q4	–	Sell	-25,868	Closed	-$800K	–	2161
2024 Q3	$800K	Sell	25,868 -3,319	-11%	-$100K	﹤0.01%	1102
2024 Q2	$906K	Sell	29,187 -4,482	-13%	-$138K	﹤0.01%	1010
2024 Q1	$1.05M	Sell	33,669 -9,849	-23%	-$286K	﹤0.01%	942
2023 Q4	$1.21M	Sell	43,518 -27,004	-38%	-$683K	﹤0.01%	902
2023 Q3	$1.74M	Sell	70,522 -33,771	-32%	-$876K	0.01%	753
2023 Q2	$2.74M	Sell	104,293 -98,449	-49%	-$2.53M	0.01%	625
2023 Q1	$5.56M	Sell	202,742 -6,253	-3%	-$174K	0.03%	402
2022 Q4	$5.83M	Buy	+208,995	New	+$5.94M	0.03%	387

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mercer Global Advisors's FCTR Position: Q1 2026 in Review

Mercer Global Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2026, closing a stake of 6,057 shares — an estimated $216K sold.

Mercer Global Advisors first reported a position in FCTR in Q4 2022 and held it in 9 quarters. The position peaked at $5.83M in Q4 2022. 23 funds tracked by Wall St. Rank hold FCTR as of Q1 2026.

Mercer Global Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
Mercer Global Advisors sold 6,057 First Trust Lunt US Factor Rotation ETF shares in Q1 2026, an estimated $216K.
Mercer Global Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2022 and held it in 9 quarters.
Mercer Global Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $5.83M in Q4 2022.
23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.