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Private Advisory Group’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Private Advisory Group’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
2020
Q1 		– Sell
-4,274
Closed -$258K – 101
2019
Q4 		$258K Buy
+4,274
New +$94.7K 0.1% 102

Other funds holding FCTR

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Private Advisory Group's FCTR Position: Q1 2020 in Review

Private Advisory Group sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2020, closing a stake of 4,274 shares — an estimated $258K sold.

Private Advisory Group first reported a position in FCTR in Q4 2019 and held it in 1 quarter. The position peaked at $258K in Q4 2019. 19 funds tracked by Wall St. Rank hold FCTR as of Q1 2020.

  • Private Advisory Group reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Private Advisory Group sold 4,274 First Trust Lunt US Factor Rotation ETF shares in Q1 2020, an estimated $258K.
  • Private Advisory Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2019 and held it in 1 quarter.
  • Private Advisory Group's First Trust Lunt US Factor Rotation ETF position peaked at $258K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2020.

Based on Private Advisory Group's 13F filing for Q1 2020, filed 24 Apr 2020.