Summit Financial
FCTR icon

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

Summit 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
Q3 		$3.86M Buy
102,735
+38,009
+59% +$1.5M 0.04% 437
2026
Q2 		$2.64M Buy
+64,726
New +$2.5M 0.03% 550

Other funds holding FCTR

Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return

Summit Financial's FCTR Position: Q3 2026 in Review

Summit Financial increased its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 59% in Q3 2026, buying an estimated $1.5M and bringing the position to 102,735 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #437.

Summit Financial first reported a position in FCTR in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold FCTR as of Q3 2026.

  • Summit Financial held 102,735 shares of First Trust Lunt US Factor Rotation ETF worth $3.86M as of Q3 2026.
  • Summit Financial bought 38,009 First Trust Lunt US Factor Rotation ETF shares in Q3 2026, an estimated $1.5M.
  • First Trust Lunt US Factor Rotation ETF made up 0.04% of Summit Financial's portfolio in Q3 2026, its #437 holding.
  • Summit Financial first reported a position in First Trust Lunt US Factor Rotation ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.