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ETFs

First Trust Lunt U.S. Factor Rotation ETF

FCTR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 25, 2018
Expense Ratio
0.65%
Type
US Equities
Fund Owner
First Trust
Volume (1m avg. daily)
$557,332
AUM
$118,776,548
Associated Index
Lunt Capital Large Cap Factor Rotation Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

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Invest with FCTR

What is FCTR?

The First Trust Lunt U.S. Factor Rotation ETF (the "Fund"), seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index (the "Index"). The Fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the Index. The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Lunt Capital Large Cap Factor Rotation Index is designed to provide exposure to U.S. large-cap equities, rotating among four select factors (momentum, value, volatility and quality) when they come into favor using the proprietary Lunt Factor Allocation Methodology.

ETFs related toFCTR

ETFs correlated to FCTR include LGRO, XAUG, SIZE

FCTR
First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
LGRO
Advisors Series Trust - Level Four Large Cap Growth Active ETF
XAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - August
SIZE
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Size Factor ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
GAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - August
VO
Vanguard Group, Inc. - Vanguard Mid-Cap ETF
EUSA
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Equal Weighted ETF
IWR
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap ETF
VOT
Vanguard Group, Inc. - Vanguard Mid-Cap Growth ETF
IMCG
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap Growth ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toFCTR

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with FCTR using Composer

FAQ

FCTR is a US Equities ETF. The First Trust Lunt U.S. Factor Rotation ETF (the "Fund"), seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Lunt Capital Large Cap Factor Rotation Index (the "Index"). The Fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the Index. The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Lunt Capital Large Cap Factor Rotation Index is designed to provide exposure to U.S. large-cap equities, rotating among four select factors (momentum, value, volatility and quality) when they come into favor using the proprietary Lunt Factor Allocation Methodology.

FCTR tracks the Lunt Capital Large Cap Factor Rotation Index.

No, FCTR is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, FCTR is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on FCTR is -0.0068%. This is the percent change in the value of FCTR over the most recent 1-month period. The 3-month return on FCTR is -0.0236%. This is the percent change in the value of FCTR over the most recent 3-month period.

The standard deviation of FCTR for the past year is 0.2125%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to FCTR include SPHQ, DSI, and QUAL.

ETFs correlated to FCTR include LGRO, XAUG, and SIZE.

ETFs that are inversely correlated to FCTR include HIBS, SH, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.