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

Weaver Consulting 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
2020
Q4 		– Sell
-680
Closed -$17K – 392
2020
Q3 		$17K Hold
680
– – 0.01% 435
2020
Q2 		$16K Hold
680
– – 0.01% 424
2020
Q1 		$12K Hold
680
– – 0.01% 415
2019
Q4 		$15K Buy
+680
New +$15.1K 0.01% 408

Other funds holding FCTR

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weaver Consulting Group's FCTR Position: Q4 2020 in Review

Weaver Consulting Group sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q4 2020, closing a stake of 680 shares — an estimated $17K sold.

Weaver Consulting Group first reported a position in FCTR in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 24 funds tracked by Wall St. Rank hold FCTR as of Q4 2020.

  • Weaver Consulting Group reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 680 First Trust Lunt US Factor Rotation ETF shares in Q4 2020, an estimated $17K.
  • Weaver Consulting Group first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2019 and held it in 4 quarters.
  • Weaver Consulting Group's First Trust Lunt US Factor Rotation ETF position peaked at $17K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.