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Money Concepts Capital’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-36,984
Closed -$1.03M – 1277
2022
Q4 		$1.03M Buy
+36,984
New +$1.05M 0.05% 290
2022
Q2 		– Sell
-32,574
Closed -$1.07M – 1815
2022
Q1 		$1.07M Buy
+32,574
New +$1.04M 0.06% 287

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
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
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Money Concepts Capital's FCTR Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2023, closing a stake of 36,984 shares — an estimated $1.03M sold.

Money Concepts Capital first reported a position in FCTR in Q1 2022 and held it in 2 quarters. The position peaked at $1.07M in Q1 2022. 56 funds tracked by Wall St. Rank hold FCTR as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 36,984 First Trust Lunt US Factor Rotation ETF shares in Q1 2023, an estimated $1.03M.
  • Money Concepts Capital first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Lunt US Factor Rotation ETF position peaked at $1.07M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.