The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
First Trust Lunt US Factor Rotation ETF FCTR
Morningstar’s Analysis FCTR
Will FCTR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vertiv Holdings Co Class A | 3.09 | 2.3 Mil | Industrials |
Coinbase Global Inc Ordinary Shares - Class A | 2.48 | 1.8 Mil | Financial Services |
NVIDIA Corp | 2.09 | 1.5 Mil | Technology |
Vistra Corp | 1.84 | 1.3 Mil | Utilities |
Constellation Energy Corp | 1.53 | 1.1 Mil | Utilities |
Archer-Daniels Midland Co | 1.22 | 885,141 | Consumer Defensive |
Hewlett Packard Enterprise Co | 1.17 | 850,383 | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 1.12 | 816,636 | Technology |
Nutanix Inc Class A | 1.10 | 796,987 | Technology |
Super Micro Computer Inc | 1.07 | 780,747 | Technology |