First Trust Lunt U.S. Factor Rotation ETF

Frequently Asked Questions About FCTR

What does FCTR invest in?

The First Trust Lunt U.S. Factor Rotation ETF, known by its ticker FCTR, is designed to achieve investment returns that closely mirror the overall performance (encompassing both capital appreciation and income, before its operating costs) of its target benchmark, the Lunt Capital Large Cap Factor Rotation Index. Operating under a passive, index-tracking methodology, the Fund primarily allocates at least 90% of its total assets (including any borrowed funds) to the common stocks that make up this specific Index. Its core objective is to replicate the Index's performance before factoring in the Fund's own fees and expenses.

What is the expense ratio of FCTR?

First Trust Lunt U.S. Factor Rotation ETF (FCTR) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FCTR?

First Trust Lunt U.S. Factor Rotation ETF (FCTR) manages $55.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FCTR actively managed or an index fund?

FCTR's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FCTR launched?

First Trust Lunt U.S. Factor Rotation ETF (FCTR) launched in July 2018 and is managed by First Trust.

How has FCTR performed?

FCTR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.