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

Selective 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
Q2 		– Sell
-1,100
Closed -$36K – 786
2022
Q1 		$36K Hold
1,100
– – 0.01% 357
2021
Q4 		$39K Buy
+1,100
New +$38.8K 0.02% 312

Other funds holding FCTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Selective Wealth Management's FCTR Position: Q2 2022 in Review

Selective Wealth Management sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2022, closing a stake of 1,100 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in FCTR in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 78 funds tracked by Wall St. Rank hold FCTR as of Q2 2022.

  • Selective Wealth Management reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,100 First Trust Lunt US Factor Rotation ETF shares in Q2 2022, an estimated $36K.
  • Selective Wealth Management first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2021 and held it in 2 quarters.
  • Selective Wealth Management's First Trust Lunt US Factor Rotation ETF position peaked at $39K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.