Raymond James Financial
FCTR icon

Raymond James Financial’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Raymond James Financial’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
2026
Q1 		$320K Buy
+8,964
New +$330K ﹤0.01% 4625
2025
Q4 		– Sell
-6,624
Closed -$235K – 5219
2025
Q3 		$235K Sell
6,624
-125
-2% -$4.3K ﹤0.01% 4534
2025
Q2 		$229K Sell
6,749
-450
-6% -$14.4K ﹤0.01% 4446
2025
Q1 		$223K Sell
7,199
-400
-5% -$13.1K ﹤0.01% 4363
2024
Q4 		$250K Buy
+7,599
New +$251K ﹤0.01% 4287

Other funds holding FCTR

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial's FCTR Position: Q1 2026 in Review

Raymond James Financial opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2026: 8,964 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #4625 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in FCTR as recently as Q3 2025.

Raymond James Financial first reported a position in FCTR in Q4 2024 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold FCTR as of Q1 2026.

  • Raymond James Financial held 8,964 shares of First Trust Lunt US Factor Rotation ETF worth $320K as of Q1 2026.
  • First Trust Lunt US Factor Rotation ETF was a new Raymond James Financial position in Q1 2026.
  • First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4625 holding.
  • Raymond James Financial first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2024 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.