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National Wealth Management Group’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

National Wealth Management 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
2022
Q1 		– Sell
-8,264
Closed -$294K – 117
2021
Q4 		$294K Buy
+8,264
New +$292K 0.28% 90

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
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

National Wealth Management Group's FCTR Position: Q1 2022 in Review

National Wealth Management Group sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2022, closing a stake of 8,264 shares — an estimated $294K sold.

National Wealth Management Group first reported a position in FCTR in Q4 2021 and held it in 1 quarter. The position peaked at $294K in Q4 2021. 88 funds tracked by Wall St. Rank hold FCTR as of Q1 2022.

  • National Wealth Management Group reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 8,264 First Trust Lunt US Factor Rotation ETF shares in Q1 2022, an estimated $294K.
  • National Wealth Management Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's First Trust Lunt US Factor Rotation ETF position peaked at $294K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.