Pitti Group Wealth Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Pitti Group 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
2023 Q2	–	Sell	-14,414	Closed	-$396K	–	64
2023 Q1	$396K	Buy	14,414 +663	+5%	+$18.5K	0.44%	48
2022 Q4	$384K	Buy	13,751 +3,864	+39%	+$110K	0.46%	48
2022 Q3	$259K	Buy	9,887 +1,043	+12%	+$29.7K	0.36%	54
2022 Q2	$240K	Buy	8,844 +510	+6%	+$15.1K	0.33%	54
2022 Q1	$273K	Buy	8,334 +1,841	+28%	+$58.8K	0.32%	58
2021 Q4	$231K	Buy	+6,493	New	+$229K	0.26%	67

Other funds holding FCTR

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pitti Group Wealth Management's FCTR Position: Q2 2023 in Review

Pitti Group Wealth Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2023, closing a stake of 14,414 shares — an estimated $396K sold.

Pitti Group Wealth Management first reported a position in FCTR in Q4 2021 and held it in 6 quarters. The position peaked at $396K in Q1 2023. 55 funds tracked by Wall St. Rank hold FCTR as of Q2 2023.

Pitti Group Wealth Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2023 after selling out during the quarter.
Pitti Group Wealth Management sold 14,414 First Trust Lunt US Factor Rotation ETF shares in Q2 2023, an estimated $396K.
Pitti Group Wealth Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 6 quarters.
Pitti Group Wealth Management's First Trust Lunt US Factor Rotation ETF position peaked at $396K in Q1 2023.
55 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2023.

Based on Pitti Group Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.