TRCT
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Tower Research Capital (TRC)’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Tower Research Capital (TRC)’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
Q4 		– Sell
-43,923
Closed -$1.15M – 6026
2022
Q3 		$1.15M Buy
43,923
+22,833
+108% +$650K 0.02% 645
2022
Q2 		$573K Sell
21,090
-1,853
-8% -$54.9K 0.01% 1055
2022
Q1 		$751K Buy
+22,943
New +$733K 0.01% 919

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
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
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Tower Research Capital (TRC)'s FCTR Position: Q4 2022 in Review

Tower Research Capital (TRC) sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2022, closing a stake of 43,923 shares — an estimated $1.15M sold.

Tower Research Capital (TRC) first reported a position in FCTR in Q1 2022 and held it in 3 quarters. The position peaked at $1.15M in Q3 2022. 74 funds tracked by Wall St. Rank hold FCTR as of Q4 2022.

  • Tower Research Capital (TRC) reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 43,923 First Trust Lunt US Factor Rotation ETF shares in Q4 2022, an estimated $1.15M.
  • Tower Research Capital (TRC) first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2022 and held it in 3 quarters.
  • Tower Research Capital (TRC)'s First Trust Lunt US Factor Rotation ETF position peaked at $1.15M in Q3 2022.
  • 74 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2022, filed 10 Feb 2023.