Zions Bancorporation’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

Zions Bancorporation’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
2022 Q2	–	Sell	-2,539	Closed	-$83K	–	1086
2022 Q1	$83K	Sell	2,539 -477	-16%	-$15.2K	0.01%	441
2021 Q4	$107K	Hold	3,016	–	–	0.01%	373
2021 Q3	$103K	Hold	3,016	–	–	0.01%	366
2021 Q2	$105K	Hold	3,016	–	–	0.01%	344
2021 Q1	$99K	Buy	+3,016	New	+$97.1K	0.01%	341

Other funds holding FCTR

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zions Bancorporation's FCTR Position: Q2 2022 in Review

Zions Bancorporation sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q2 2022, closing a stake of 2,539 shares — an estimated $83K sold.

Zions Bancorporation first reported a position in FCTR in Q1 2021 and held it in 5 quarters. The position peaked at $107K in Q4 2021. 78 funds tracked by Wall St. Rank hold FCTR as of Q2 2022.

Zions Bancorporation reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q2 2022 after selling out during the quarter.
Zions Bancorporation sold 2,539 First Trust Lunt US Factor Rotation ETF shares in Q2 2022, an estimated $83K.
Zions Bancorporation first reported a position in First Trust Lunt US Factor Rotation ETF in Q1 2021 and held it in 5 quarters.
Zions Bancorporation's First Trust Lunt US Factor Rotation ETF position peaked at $107K in Q4 2021.
78 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q2 2022.

Based on Zions Bancorporation's 13F filing for Q2 2022, filed 5 Aug 2022.