Northwestern Mutual Wealth Management
FCTR icon

Northwestern Mutual Wealth Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Northwestern Mutual Wealth Management’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
-234
Closed -$4K – 2482
2020
Q1 		$4K Buy
+234
New +$4.93K ﹤0.01% 2111

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AWM
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SS
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EIA
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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

Northwestern Mutual Wealth Management's FCTR Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2020, closing a stake of 234 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in FCTR in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 22 funds tracked by Wall St. Rank hold FCTR as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 234 First Trust Lunt US Factor Rotation ETF shares in Q2 2020, an estimated $4K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Lunt US Factor Rotation ETF position peaked at $4K in Q1 2020.
  • 22 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.