Number of Shares
319,741.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
3.6%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
29.79%

Lunt Capital Management, Inc.'s First Trust Lunt U.S. Factor Rotation ETF Holding Summary

As of 2025-03-31, Lunt Capital Management, Inc. held 319,741.00 shares of First Trust Lunt U.S. Factor Rotation ETF(FCTR), totaling $9.89 Mil. This investment constitutes 3.6% of their stock portfolio, and Lunt Capital Management, Inc. now holds 16.4% of the outstanding First Trust Lunt U.S. Factor Rotation ETF(FCTR) stock.

The initial trade took place in 2023Q2. And since then Lunt Capital Management, Inc. has made 5 purchases of FCTR, at an average price of $26.35, for a total of 333,876.00 shares. In addition, there have been 2 sales at an average price of $27.15 for 14,135.00 shares. Based on historical transaction data and FCTR's current price of $34.51, Lunt Capital Management, Inc.'s estimated gain on his FCTR holdings is $2.62 Mil, reflecting a 29.79% gain to date.

Lunt Capital Management, Inc. FCTR ($34.51) Holding Chart

Lunt Capital Management, Inc. FCTR ($34.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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