FCTR
+1.90 · +5.42%
$36.85 · BATS

First Trust Lunt U.S. Factor Rotation ETF (FCTR) ETF Analysis | Large Blend

First Trust · USA
AUM:$55.4M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is FCTR?

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 selects securities from four single factor-oriented indexes based on the index Provider's proprietary capital factor allocation methodology.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FCTR returned 9.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 15.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$55.4M
Expense Ratio0.65%
Dividend Yield0.29%
Holdings50
Inception DateJul 2018
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta1.23
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would FCTR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.9%
1Y
+17.8%
3Y
+62.4%
5Y
+18.2%
OpenBook InsightIf you had invested £10,000 in FCTR 5 years ago, it would have grown to £11,817 — a gain of £1,817.

Annual Returns

Calendar year performance

FCTR delivered positive returns in 4 of the last 5 calendar years.
YearFCTR
2026 YTD+12.9%
2025+8.5%
2024+22.0%
2023+1.7%
2022-19.2%
CAGR 4yr+2.1%
4/5 positive yearsAvg return: +5.2%Worst year: -19.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
21.8%
Moderate
Momentum
+6.7%
30-day change
Support Level
38.89
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.