FCTRFirst Trust Lunt U.S. Factor Rotation ETF
Seeks investment results that correspond generally to the price and yield of the Lunt Capital Large Cap Factor Rotation Index.
By First Trust · Launched 2018
Annual Cost
0.65%
#3,433 of 5,861 · average
Fund Size
$57M
#3,514 of 5,861 · mid-size
Return (1Y)Goal
+10.3%
Track Record
8 years
#1,746 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,224+12.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Multifactor
Index tracked
Lunt Capital Large Cap Factor Rotation Index
What it actually holds
By weightConcentration
Top 10 holdings = 15.1% of fund✓ well diversified
Dow Inc
2.0%
Warner Bros. Discovery Inc.
1.8%
Target Corp.
1.6%
Archer-Daniels-Midland Co.
1.5%
LyondellBasell Industries NV
1.5%
Intel Corporation
1.5%
Comcast Corporation
1.4%
Tyson Foods, Inc.
1.3%
General Motors Company
1.2%
Devon Energy Corporation
1.2%
Asset allocation
Stocks
100.0%
Cash
0.1%
By sector
Technology
35.0%
Financial Services
12.2%
Industrials
10.8%
Healthcare
10.1%
Consumer Cyclical
10.0%
Consumer Defensive
4.8%
Basic Materials
4.4%
Energy
3.9%
Other
8.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.7%Moderate
Year-on-year price swings
Max drawdown
-37.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.54Decent risk-adjusted returns
Sortino (3Y)
0.76Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Lunt Capital Large Cap Factor Rotation Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Lunt Capital Large Cap Factor Rotation Index using an indexing investment approach. The Index tracks securities exhibiting desirable factor exposure, including Momentum, Value, Quality, and Volatility, and is rebalanced monthly.
- Inception date
- July 25, 2018
- Fund family
- First Trust
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Data updated on 2026-08-04