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

UBS Group’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
2026
Q1 		$17.2K Buy
483
+262
+119% +$9.63K ﹤0.01% 8033
2025
Q4 		$7.88K Sell
221
-5,755
-96% -$204K ﹤0.01% 8416
2025
Q3 		$212K Buy
5,976
+4,622
+341% +$159K ﹤0.01% 6640
2025
Q2 		$46K Buy
+1,354
New +$43.2K ﹤0.01% 7842
2025
Q1 		– Sell
-63
Closed -$2.08K – 10358
2024
Q4 		$2.08K Sell
63
-26
-29% -$859 ﹤0.01% 9116
2024
Q3 		$2.77K Sell
89
-123
-58% -$3.71K ﹤0.01% 8370
2024
Q2 		$6.58K Buy
+212
New +$6.51K ﹤0.01% 7907
2024
Q1 		– Sell
-916
Closed -$25.5K – 9508
2023
Q4 		$25.5K Sell
916
-1,640
-64% -$41.5K ﹤0.01% 6947
2023
Q3 		$63K Sell
2,556
-707
-22% -$18.3K ﹤0.01% 6150
2023
Q2 		$85.7K Buy
3,263
+749
+30% +$19.3K ﹤0.01% 6136
2023
Q1 		$69K Sell
2,514
-4,639
-65% -$129K ﹤0.01% 6187
2022
Q4 		$200K Sell
7,153
-3,504
-33% -$99.6K ﹤0.01% 5448
2022
Q3 		$279K Buy
10,657
+10,647
+106,470% +$303K ﹤0.01% 4826
2022
Q2 		$0 Sell
10
-771
-99% -$22.8K ﹤0.01% 10488
2022
Q1 		$26K Sell
781
-1,690
-68% -$54K ﹤0.01% 7135
2021
Q4 		$88K Buy
+2,471
New +$87.2K ﹤0.01% 6423
2021
Q2 		– Sell
-1,462
Closed -$48K – 9492
2021
Q1 		$48K Sell
1,462
-638
-30% -$20.5K ﹤0.01% 6593
2020
Q4 		$62K Buy
2,100
+2,033
+3,034% +$55.9K ﹤0.01% 5996
2020
Q3 		$2K Buy
+67
New +$1.67K ﹤0.01% 7649
2020
Q2 		– Sell
-732
Closed -$13K – 8057
2020
Q1 		$13K Buy
+732
New +$15.4K ﹤0.01% 6767
2019
Q1 		– Sell
-3,602
Closed -$63K – 7835
2018
Q4 		$63K Buy
3,602
+1,124
+45% +$21.4K ﹤0.01% 5907
2018
Q3 		$51K Buy
+2,478
New +$50.8K ﹤0.01% 6141

Other funds holding FCTR

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
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's FCTR Position: Q1 2026 in Review

UBS Group increased its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 119% in Q1 2026, buying an estimated $9.63K and bringing the position to 483 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8033.

UBS Group first reported a position in FCTR in Q3 2018 and has held it in 22 quarters since. The position peaked at $279K in Q3 2022. 23 funds tracked by Wall St. Rank hold FCTR as of Q1 2026.

  • UBS Group held 483 shares of First Trust Lunt US Factor Rotation ETF worth $17.2K as of Q1 2026.
  • UBS Group bought 262 First Trust Lunt US Factor Rotation ETF shares in Q1 2026, an estimated $9.63K.
  • First Trust Lunt US Factor Rotation ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8033 holding.
  • UBS Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q3 2018 and has held it in 22 quarters since.
  • UBS Group's First Trust Lunt US Factor Rotation ETF position peaked at $279K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.