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OneDigital Investment Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

OneDigital Investment Advisors’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
2025
Q1 		– Sell
-9,792
Closed -$323K – 1434
2024
Q4 		$323K Sell
9,792
-938
-9% -$31K ﹤0.01% 1098
2024
Q3 		$334K Sell
10,730
-174
-2% -$5.25K ﹤0.01% 1106
2024
Q2 		$338K Sell
10,904
-22,301
-67% -$685K ﹤0.01% 1047
2024
Q1 		$1.03M Sell
33,205
-19,722
-37% -$573K 0.02% 496
2023
Q4 		$1.47M Sell
52,927
-235
-0.4% -$5.94K 0.03% 374
2023
Q3 		$1.31M Buy
53,162
+2,290
+5% +$59.4K 0.03% 366
2023
Q2 		$1.34M Sell
50,872
-1,219
-2% -$31.4K 0.03% 351
2023
Q1 		$1.43M Sell
52,091
-1,673
-3% -$46.6K 0.03% 335
2022
Q4 		$1.5M Sell
53,764
-1,299
-2% -$36.9K 0.04% 290
2022
Q3 		$1.44M Buy
55,063
+422
+0.8% +$12K 0.05% 235
2022
Q2 		$1.49M Sell
54,641
-842
-2% -$24.9K 0.06% 202
2022
Q1 		$1.82M Sell
55,483
-4,948
-8% -$158K 0.07% 179
2021
Q4 		$2.15M Sell
60,431
-371
-0.6% -$13.1K 0.08% 160
2021
Q3 		$2.07M Buy
60,802
+15,263
+34% +$540K 0.08% 157
2021
Q2 		$1.58M Buy
45,539
+1,376
+3% +$47.1K 0.07% 190
2021
Q1 		$1.45M Buy
+44,163
New +$1.42M 0.07% 198

Other funds holding FCTR

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

OneDigital Investment Advisors's FCTR Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2025, closing a stake of 9,792 shares — an estimated $323K sold.

OneDigital Investment Advisors first reported a position in FCTR in Q1 2021 and held it in 16 quarters. The position peaked at $2.15M in Q4 2021. 31 funds tracked by Wall St. Rank hold FCTR as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,792 First Trust Lunt US Factor Rotation ETF shares in Q1 2025, an estimated $323K.
  • OneDigital Investment Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2021 and held it in 16 quarters.
  • OneDigital Investment Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $2.15M in Q4 2021.
  • 31 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.