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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
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 $4.31B 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

United Advisor Group's FCTR Position: Q1 2026 in Review

United Advisor Group reduced its First Trust Lunt US Factor Rotation ETF (FCTR) stake by 12% in Q1 2026, selling an estimated $31.4K and leaving 6,092 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #473.

United Advisor Group first reported a position in FCTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 23 funds tracked by Wall St. Rank hold FCTR as of Q1 2026.

  • United Advisor Group held 6,092 shares of First Trust Lunt US Factor Rotation ETF worth $217K as of Q1 2026.
  • United Advisor Group sold 855 First Trust Lunt US Factor Rotation ETF shares in Q1 2026, an estimated $31.4K.
  • First Trust Lunt US Factor Rotation ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #473 holding.
  • United Advisor Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
  • United Advisor Group's First Trust Lunt US Factor Rotation ETF position peaked at $248K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.