FCTR First Trust Lunt U.S. Factor Rotation ETF
What is FCTR?
FCTR tracks an index of US large-cap stocks. Exposure rotates among four investment factors, selected by a risk-adjusted relative strength score. The fund aims to outperform the broad market over time.
FCTR Factset Analytics Insight
FCTR tracks an index that tactically rotates exposure among either the highest or lowest scoring stocks for four separate investment factors: momentum, value, quality, and volatility. The index maintains two sub-indexes for each factor—high and low. Each month, it selects one of the two sub-indexes based on 12-month risk-adjusted relative strength. The four factors each received 25% weight at inception, but are only rebalanced back to equal weight in months when all four sub-indexes change. Each sub-index is composed of 50 securities from a universe of 500 US large-cap firms, selected and weighted by their factor scores. The momentum, value and volatility sub-indices are rebalanced semi-annually, and the quality sub-index is rebalanced annually.
FCTR Summary Data
Peers
Fund Flows
FCTR Portfolio Data
FCTR Index Data
FCTR Portfolio Management
FCTR Tax Exposures
FCTR Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FCTR. FCTR is rated a 5 out of 5.
FCTR Tradability
FCTR Sector/Industry Breakdown
Benchmark
FCTR Top 10 Holdings
FCTR Performance Statistics
FCTR Countries
Benchmark
FCTR Regions
Benchmark
FCTR Economic Development
Benchmark
FCTR Benchmark Comparison Summary
Benchmark
FCTR Benchmark Comparison Market Cap Size
Benchmark
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.