MFG
FCTR icon

Merit Financial Group’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Merit Financial Group’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
2020
Q2 		– Sell
-130,299
Closed -$2.31M – 226
2020
Q1 		$2.31M Buy
130,299
+1,851
+1% +$39K 0.26% 27
2019
Q4 		$2.93M Buy
+128,448
New +$2.85M 0.26% 24

Other funds holding FCTR

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Merit Financial Group's FCTR Position: Q2 2020 in Review

Merit Financial Group sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2020, closing a stake of 130,299 shares — an estimated $2.31M sold.

Merit Financial Group first reported a position in FCTR in Q4 2019 and held it in 2 quarters. The position peaked at $2.93M in Q4 2019. 22 funds tracked by Wall St. Rank hold FCTR as of Q2 2020.

  • Merit Financial Group reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • Merit Financial Group sold 130,299 First Trust Lunt US Factor Rotation ETF shares in Q2 2020, an estimated $2.31M.
  • Merit Financial Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2019 and held it in 2 quarters.
  • Merit Financial Group's First Trust Lunt US Factor Rotation ETF position peaked at $2.93M in Q4 2019.
  • 22 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2020.

Based on Merit Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.