Sowell Financial Services’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Sowell Financial Services’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	-15,742	Closed	-$559K	–	263
2021 Q4	$559K	Buy	15,742 +4,134	+36%	+$146K	0.03%	421
2021 Q3	$395K	Buy	+11,608	New	+$411K	0.03%	426

Other funds holding FCTR

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

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

TWM

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

GVAG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EIA

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

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

Sowell Financial Services's FCTR Position: Q1 2022 in Review

Sowell Financial Services sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2022, closing a stake of 15,742 shares — an estimated $559K sold.

Sowell Financial Services first reported a position in FCTR in Q3 2021 and held it in 2 quarters. The position peaked at $559K in Q4 2021. 88 funds tracked by Wall St. Rank hold FCTR as of Q1 2022.

Sowell Financial Services reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 15,742 First Trust Lunt US Factor Rotation ETF shares in Q1 2022, an estimated $559K.
Sowell Financial Services first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 2 quarters.
Sowell Financial Services's First Trust Lunt US Factor Rotation ETF position peaked at $559K in Q4 2021.
88 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.