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

tru Independence’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
2021 Q3	–	Sell	-1,520	Closed	-$53K	–	242
2021 Q2	$53K	Buy	+1,520	New	+$52K	0.02%	200
2020 Q1	–	Sell	-1,520	Closed	-$27K	–	758
2019 Q4	$27K	Buy	+1,520	New	+$33.7K	﹤0.01%	446

Other funds holding FCTR

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

tru Independence's FCTR Position: Q3 2021 in Review

tru Independence sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2021, closing a stake of 1,520 shares — an estimated $53K sold.

tru Independence first reported a position in FCTR in Q4 2019 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 70 funds tracked by Wall St. Rank hold FCTR as of Q3 2021.

tru Independence reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,520 First Trust Lunt US Factor Rotation ETF shares in Q3 2021, an estimated $53K.
tru Independence first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2019 and held it in 2 quarters.
tru Independence's First Trust Lunt US Factor Rotation ETF position peaked at $53K in Q2 2021.
70 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.