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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)
$832,844
AUM
$218,102,052
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 AVUS, FEX, PALC

FCTR
First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
PALC
Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
EQAL
Invesco Capital Management LLC - Invesco Russell 1000 Equal Weight ETF
AVLV
American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PDP
Invesco Capital Management LLC - Invesco DWA Momentum ETF
AVGE
American Century ETF Trust - Avantis All Equity Markets ETF
DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
JHMM
John Hancock Investment Management LLC - John Hancock Multifactor Mid Cap 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

#GLOMO

On Top of the World: Global Momentum

Category

Momentum, Lever Up, Go Global

Risk Rating

Moderate

#D

Phalanx Formation: Downturn Defense

Category

Getting Defensive

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 -0.0585%. This is the percent change in the value of FCTR over the most recent 1-month period. The 3-month return on FCTR is -0.0579%. 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 0.2479%. 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 QUAL, SUSA, and USMV.

ETFs correlated to FCTR include AVUS, FEX, and PALC.

ETFs that are inversely correlated to FCTR include RWM, TWM, and SRTY.

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.