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

TrueWealth Advisors’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 Q2	–	Sell	-33,040	Closed	-$1.17M	–	178
2022 Q1	$1.17M	Hold	33,040	–	–	0.53%	42
2021 Q4	$1.17M	Sell	33,040 -5,497	-14%	-$194K	0.53%	42
2021 Q3	$1.31M	Buy	+38,537	New	+$1.36M	0.74%	32

Other funds holding FCTR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

EIA

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

TWM

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TrueWealth Advisors's FCTR Position: Q2 2022 in Review

TrueWealth Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2022, closing a stake of 33,040 shares — an estimated $1.17M sold.

TrueWealth Advisors first reported a position in FCTR in Q3 2021 and held it in 3 quarters. The position peaked at $1.31M in Q3 2021. 78 funds tracked by Wall St. Rank hold FCTR as of Q2 2022.

TrueWealth Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 33,040 First Trust Lunt US Factor Rotation ETF shares in Q2 2022, an estimated $1.17M.
TrueWealth Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2021 and held it in 3 quarters.
TrueWealth Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $1.31M in Q3 2021.
78 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.