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Sunbelt Securities’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-289
Closed -$7.77K – 1711
2023
Q1 		$7.77K Buy
+289
New +$8.05K ﹤0.01% 1199

Other funds holding FCTR

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
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's FCTR Position: Q2 2023 in Review

Sunbelt Securities sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2023, closing a stake of 289 shares — an estimated $7.77K sold.

Sunbelt Securities first reported a position in FCTR in Q1 2023 and held it in 1 quarter. The position peaked at $7.77K in Q1 2023. 55 funds tracked by Wall St. Rank hold FCTR as of Q2 2023.

  • Sunbelt Securities reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 289 First Trust Lunt US Factor Rotation ETF shares in Q2 2023, an estimated $7.77K.
  • Sunbelt Securities first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's First Trust Lunt US Factor Rotation ETF position peaked at $7.77K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.