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Secure Asset Management’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Secure Asset 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
2021
Q4 		– Sell
-82,267
Closed -$2.8M – 211
2021
Q3 		$2.8M Buy
+82,267
New +$2.91M 1.38% 13

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Secure Asset Management's FCTR Position: Q4 2021 in Review

Secure Asset Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2021, closing a stake of 82,267 shares — an estimated $2.8M sold.

Secure Asset Management first reported a position in FCTR in Q3 2021 and held it in 1 quarter. The position peaked at $2.8M in Q3 2021. 96 funds tracked by Wall St. Rank hold FCTR as of Q4 2021.

  • Secure Asset Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2021 after selling out during the quarter.
  • Secure Asset Management sold 82,267 First Trust Lunt US Factor Rotation ETF shares in Q4 2021, an estimated $2.8M.
  • Secure Asset Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 1 quarter.
  • Secure Asset Management's First Trust Lunt US Factor Rotation ETF position peaked at $2.8M in Q3 2021.
  • 96 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.