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

Old Mission 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
Q3 		– Sell
-51,895
Closed -$1.41M – 1072
2022
Q2 		$1.41M Sell
51,895
-77,600
-60% -$2.3M 0.04% 436
2022
Q1 		$4.24M Buy
129,495
+85,749
+196% +$2.74M 0.12% 146
2021
Q4 		$1.55M Buy
+43,746
New +$1.54M 0.06% 307

Other funds holding FCTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Old Mission Capital's FCTR Position: Q3 2022 in Review

Old Mission Capital sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2022, closing a stake of 51,895 shares — an estimated $1.41M sold.

Old Mission Capital first reported a position in FCTR in Q4 2021 and held it in 3 quarters. The position peaked at $4.24M in Q1 2022. 72 funds tracked by Wall St. Rank hold FCTR as of Q3 2022.

  • Old Mission Capital reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 51,895 First Trust Lunt US Factor Rotation ETF shares in Q3 2022, an estimated $1.41M.
  • Old Mission Capital first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 3 quarters.
  • Old Mission Capital's First Trust Lunt US Factor Rotation ETF position peaked at $4.24M in Q1 2022.
  • 72 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.