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

PRW 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
2022 Q1	–	Sell	-55,631	Closed	-$1.98M	–	119
2021 Q4	$1.98M	Sell	55,631 -5,690	-9%	-$201K	0.92%	26
2021 Q3	$2.07M	Buy	+61,321	New	+$2.17M	1.03%	22

Other funds holding FCTR

Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return