Pitti Group Wealth Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,414
| Closed | -$396K | – | 64 |
|
|
2023
Q1 | $396K | Buy |
14,414
+663
| +5% | +$18.2K | 0.44% | 48 |
|
|
2022
Q4 | $384K | Buy |
13,751
+3,864
| +39% | +$108K | 0.46% | 48 |
|
|
2022
Q3 | $259K | Buy |
9,887
+1,043
| +12% | +$27.3K | 0.36% | 54 |
|
|
2022
Q2 | $240K | Buy |
8,844
+510
| +6% | +$13.8K | 0.33% | 54 |
|
|
2022
Q1 | $273K | Buy |
8,334
+1,841
| +28% | +$60.3K | 0.32% | 58 |
|
|
2021
Q4 | $231K | Buy |
+6,493
| New | +$231K | 0.26% | 67 |
|