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

Next 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
2021
Q4 		$3K Buy
89
+19
+27% +$670 ﹤0.01% 2525
2021
Q3 		$2K Hold
70
– – ﹤0.01% 2467
2021
Q2 		$2K Buy
+70
New +$2.4K ﹤0.01% 2401

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Next Financial Group's FCTR Position: Q4 2021 in Review

Next Financial Group increased its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 27% in Q4 2021, buying an estimated $670 and bringing the position to 89 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Next Financial Group first reported a position in FCTR in Q2 2021 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold FCTR as of Q4 2021.

  • Next Financial Group held 89 shares of First Trust Lunt US Factor Rotation ETF worth $3K as of Q4 2021.
  • Next Financial Group bought 19 First Trust Lunt US Factor Rotation ETF shares in Q4 2021, an estimated $670.
  • First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2525 holding.
  • Next Financial Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2021 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.