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FCTRFirst Trust Lunt U.S. Factor Rotation ETF

Grow my money#1949 of 2944 for Grow my money

Seeks investment results that correspond generally to the price and yield of an equity index.

First Trust · Since 2018 (7 years)

Annual Cost

0.65%

#3117 out of 5,332 ETFs

Fund Size

$50M

#3346 out of 5,332 ETFs

Dividend Yield

0.41%

Track Record

7 years

#1809 out of 5,332 ETFs

Performance

1 Year

+21.2%

3 Years

+15.2%

5 Years

+2.9%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
multifactor

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
17.2%
Consumer Defensive
13.2%
Technology
10.7%
Healthcare
9.8%
Utilities
8.9%
Industrials
8.4%
Energy
8.2%
Consumer Cyclical
8.2%
Other
15.3%

Top holdings

Dow IncDOW2.0%
Warner Bros. Discovery Inc Ordinary Shares - Class AWBD1.8%
Target CorpTGT1.6%
Archer-Daniels-Midland CoADM1.5%
LyondellBasell Industries NV Class ALYB1.5%
Intel CorpINTC1.5%
Comcast Corp Class ACMCSA1.4%
Tyson Foods Inc Class ATSN1.3%
General Motors CoGM1.2%
Devon Energy CorpDVN1.2%

Risk profile

Volatility (1Y)

16.5%

Moderate

Max drawdown

-37.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.68

Decent risk-adjusted returns

Sortino (3Y)

0.95

Moderate downside risk

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Data updated on 2026-05-05