Morningstar

First Trust Lunt U.S. Factor Rotation ETF FCTR

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FCTR

Will FCTR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCTR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCTR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCTR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Lunt US Factor Rotation ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCTR

More FCTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Humana Inc

2.27 1M
Healthcare

Centene Corp

2.15 1M
Healthcare

Allstate Corp

1.63 932,988
Financial Services

Visa Inc Class A

1.58 902,561
Financial Services

Mastercard Inc Class A

1.46 831,122
Financial Services

Broadridge Financial Solutions Inc

1.39 792,750
Technology

The Hartford Insurance Group Inc

1.38 788,340
Financial Services

The Travelers Companies Inc

1.37 784,991
Financial Services

Bank of New York Mellon Corp

1.33 759,862
Financial Services

Motorola Solutions Inc

1.30 741,873
Technology

Sponsor Center