UAG
FCTR icon

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

United Advisor 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
Q2 		$249K Hold
6,092
– – 0.03% 471
2026
Q1 		$217K Sell
6,092
-855
-12% -$31.4K 0.03% 473
2025
Q4 		$248K Hold
6,947
– – 0.03% 424
2025
Q3 		$247K Sell
6,947
-247
-3% -$8.5K 0.03% 403
2025
Q2 		$245K Hold
7,194
– – 0.04% 351
2025
Q1 		$222K Hold
7,194
– – 0.05% 326
2024
Q4 		$237K Buy
+7,194
New +$238K 0.05% 328

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's FCTR Position: Q2 2026 in Review

United Advisor Group held its First Trust Lunt US Factor Rotation ETF (FCTR) position steady in Q2 2026 at 6,092 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #471.

United Advisor Group first reported a position in FCTR in Q4 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold FCTR as of Q2 2026.

  • United Advisor Group held 6,092 shares of First Trust Lunt US Factor Rotation ETF worth $249K as of Q2 2026.
  • United Advisor Group left its First Trust Lunt US Factor Rotation ETF share count unchanged in Q2 2026.
  • First Trust Lunt US Factor Rotation ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #471 holding.
  • United Advisor Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.