First Trust Lunt U.S. Factor Rotation ETF
FCTR
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- First Trust Lunt U.S. Factor Rotation ETF (FCTR) is an exchange-traded fund that seeks investment results tracking the Lunt Capital Large Cap Factor Rotation Index, providing exposure to U.S. large-cap equities through dynamic rotation among four factors: momentum, value, low volatility, and quality; the index employs a proprietary risk-adjusted relative strength methodology to allocate across eight sub-indices representing high and low sides of each factor, selecting up to 200 securities primarily from the NASDAQ US Benchmark Index, with current holdings including approximately 159 stocks such as Warner Bros. Discovery Inc., Intel Corp., and Robinhood Markets Inc. across sectors like information technology, financials, consumer discretionary, and communication services. The fund trades on Cboe BZX and is managed by First Trust Advisors L.P., with sub-advisory input from Lunt Capital Management Inc.; it has a net expense ratio of 0.65%, assets under management of approximately $58 million, and focuses on large-cap developed market equities in North America. Launched in July 2018, the ETF operates from First Trust Advisors L.P.'s headquarters in Wheaton, Illinois, where the firm, founded in 1991, also oversees a broad range of unit investment trusts, closed-end funds, and other ETFs. Recent developments for the fund include routine quarterly distributions announced by First Trust Advisors L.P. in December 2025 as part of its ongoing management of exchange-traded products, alongside portfolio adjustments reflecting current market rotations into high-relative-strength factors such as information technology and financials; no major acquisitions, partnerships, or strategic shifts specific to FCTR have been reported in the last 1-2 years, though the issuer completed unrelated mergers of energy-focused funds into a new ETF in May 2024 and proposed reorganizations of certain Vest Advisors ETFs in October 2025. The fund maintains its original factor-rotation strategy without new product launches or operational changes, continuing to emphasize risk-adjusted performance amid evolving market conditions.