WCFA
FCTR icon

Walkner Condon Financial Advisors’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Walkner Condon Financial 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
2023
Q1 		– Sell
-13,767
Closed -$384K – 237
2022
Q4 		$384K Sell
13,767
-13,450
-49% -$382K 0.11% 148
2022
Q3 		$712K Sell
27,217
-353,498
-93% -$10.1M 0.23% 91
2022
Q2 		$10.4M Buy
380,715
+4,243
+1% +$126K 3.24% 4
2022
Q1 		$12.3M Buy
+376,472
New +$12M 3.51% 4
2021
Q3 		– Sell
-295,652
Closed -$10.3M – 155
2021
Q2 		$10.3M Buy
295,652
+160,221
+118% +$5.48M 3.77% 4
2021
Q1 		$4.46M Buy
+135,431
New +$4.36M 1.73% 14

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Walkner Condon Financial Advisors's FCTR Position: Q1 2023 in Review

Walkner Condon Financial Advisors sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q1 2023, closing a stake of 13,767 shares — an estimated $384K sold.

Walkner Condon Financial Advisors first reported a position in FCTR in Q1 2021 and held it in 6 quarters. The position peaked at $12.3M in Q1 2022. 56 funds tracked by Wall St. Rank hold FCTR as of Q1 2023.

  • Walkner Condon Financial Advisors reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 13,767 First Trust Lunt US Factor Rotation ETF shares in Q1 2023, an estimated $384K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2021 and held it in 6 quarters.
  • Walkner Condon Financial Advisors's First Trust Lunt US Factor Rotation ETF position peaked at $12.3M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q1 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.