First Trust Lunt U.S. Factor Rotation ETF (FCTR) Price, Holdings, & News

ETF Overview

The First Trust Lunt U.S. Factor Rotation ETF (FCTR) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an index of US large-cap stocks. Exposure rotates among four investment factors, selected by a risk-adjusted relative strength score FCTR was launched on Jul 25, 2018 and is managed by First Trust.

Key Stats

• Today's Range: $33.36 to $33.44
• 50-Day Range: $29.54 to $34.09
• 52-Week Range: N/A
• Volume: 2,356 shs
• Average Volume: N/A
• Market Capitalization: $78.59 million
• Assets Under Management: $72.20 million
• Dividend Yield: 0.83%
• Net Expense Ratio: 0.65%
• Aggregate Rating: Moderate Buy

FCTR ETF - Frequently Asked Questions

How have FCTR shares performed this year?

First Trust Lunt U.S. Factor Rotation ETF's stock was trading at $27.79 on January 1st, 2024. Since then, FCTR stock has increased by 20.3% and is now trading at $33.4437.
View the best growth stocks for 2024 here.

Who are First Trust Lunt U.S. Factor Rotation ETF's major shareholders?

First Trust Lunt U.S. Factor Rotation ETF's top institutional investors include Lunt Capital Management Inc. (12.78%), Silver Oak Securities Incorporated (2.88%), Jane Street Group LLC (1.47%) and Clarus Wealth Advisors (0.39%).

How do I buy shares of First Trust Lunt U.S. Factor Rotation ETF?

Shares of FCTR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Fund Details

• Issuer: First Trust
• Fund Name: First Trust Lunt U.S. Factor Rotation ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: BATS
• Current Symbol: BATS:FCTR
• Inception Date: 7/25/2018
• Fund Manager: Daniel Lindquist, Jon Erickson, David McGarel, Roger Testin, Stan Ueland, Chris Peterson, Erik Russo
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: Lunt Capital Large Cap Factor Rotation Index
• Category: Size and Style
• Focus: Large Cap
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 167

Fund Statistics

• Assets Under Management: $72.20 million
• Average Daily Volume: $8,801.60
• Discount/Premium: -0.02%

Administrator, Advisor and Custodian

• Administrator: The Bank of New York Mellon Corporation
• Advisor: First Trust Advisors L.P.
• Custodian: The Bank of New York Mellon Corporation
• Distributor: First Trust Portfolios L.P.
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Jane Street

Miscellaneous

• Outstanding Shares: 2,350,000
• Beta: 1.14
• Creation Unit: 50,000
• Creation Fee: $1,000.00