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 Q2	$2.64M	Buy	+64,726	New	+$2.5M	0.03%	550

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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's FCTR Position: Q2 2026 in Review

Summit Financial opened a new position in First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2026: 64,726 shares worth $2.64M. The stake represents 0.03% of the portfolio and ranks #550 among its holdings.

24 funds tracked by Wall St. Rank hold FCTR as of Q2 2026.

Summit Financial held 64,726 shares of First Trust Lunt US Factor Rotation ETF worth $2.64M as of Q2 2026.
First Trust Lunt US Factor Rotation ETF was a new Summit Financial position in Q2 2026.
First Trust Lunt US Factor Rotation ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #550 holding.
24 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.