OC
FCTR icon

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

Oakworth 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
2022
Q1 		– Sell
-1,699
Closed -$60K – 561
2021
Q4 		$60K Buy
+1,699
New +$60K 0.01% 315

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

Oakworth Capital's FCTR Position: Q1 2022 in Review

Oakworth Capital sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2022, closing a stake of 1,699 shares — an estimated $60K sold.

Oakworth Capital first reported a position in FCTR in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 88 funds tracked by Wall St. Rank hold FCTR as of Q1 2022.

  • Oakworth Capital reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Oakworth Capital sold 1,699 First Trust Lunt US Factor Rotation ETF shares in Q1 2022, an estimated $60K.
  • Oakworth Capital first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 1 quarter.
  • Oakworth Capital's First Trust Lunt US Factor Rotation ETF position peaked at $60K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2022.

Based on Oakworth Capital's 13F filing for Q1 2022, filed 11 Apr 2022.