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

Tidemark’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
2024
Q1 		– Sell
-101
Closed -$2.81K – 705
2023
Q4 		$2.81K Buy
+101
New +$2.55K ﹤0.01% 578

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
LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Tidemark's FCTR Position: Q1 2024 in Review

Tidemark sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2024, closing a stake of 101 shares — an estimated $2.81K sold.

Tidemark first reported a position in FCTR in Q4 2023 and held it in 1 quarter. The position peaked at $2.81K in Q4 2023. 46 funds tracked by Wall St. Rank hold FCTR as of Q1 2024.

  • Tidemark reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 101 First Trust Lunt US Factor Rotation ETF shares in Q1 2024, an estimated $2.81K.
  • Tidemark first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's First Trust Lunt US Factor Rotation ETF position peaked at $2.81K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.