First Trust Lunt US Factor Rotation ETF (FCTR)
30.07
-0.08
(-0.27%)
USD |
BATS |
Apr 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | -0.10% | 72.24M | 8991.53 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.84% | 562.0% | -149.77M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index utilizes the index provider's risk-adjusted relative strength methodology to allocate exposure to securities exhibiting either high or low levels of the characteristics associated with one of four primary investing factors: momentum, value, quality and volatility. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Lunt Capital LC Factor Rotation TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.70 yrs |
| Daniel Lindquist | 5.70 yrs |
| David McGarel | 5.70 yrs |
| Jon Erickson | 5.70 yrs |
| Roger Testin | 5.70 yrs |
| Stan Ueland | 5.70 yrs |
| Erik Russo | 3.25 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index utilizes the index provider's risk-adjusted relative strength methodology to allocate exposure to securities exhibiting either high or low levels of the characteristics associated with one of four primary investing factors: momentum, value, quality and volatility. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Lunt Capital LC Factor Rotation TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.70 yrs |
| Daniel Lindquist | 5.70 yrs |
| David McGarel | 5.70 yrs |
| Jon Erickson | 5.70 yrs |
| Roger Testin | 5.70 yrs |
| Stan Ueland | 5.70 yrs |
| Erik Russo | 3.25 yrs |