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First Trust Lunt US Factor Rotation ETF FCTR

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

Morningstar’s Analysis FCTR

Will FCTR outperform in 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.

A decline in its Process Pillar rating is the primary driver of First Trust Lunt US Factor Rotation ETF's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCTR

More FCTR Holdings
  • Current Portfolio Date
  • Equity Holdings 162
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

2.29
2,607,668
Industrials

Rivian Automotive Inc Class A

2.08
2,361,499
Consumer Cyclical

Mastercard Inc Class A

1.86
2,117,032
Financial Services

First Solar Inc

1.83
2,074,952
Technology

Apollo Global Management Inc Class A

1.82
2,072,889
Financial Services

W.W. Grainger Inc

1.75
1,989,626
Industrials

Amphenol Corp Class A

1.32
1,505,873
Technology

Arista Networks Inc

1.30
1,482,264
Technology

Visa Inc Class A

1.29
1,471,041
Financial Services

Cadence Design Systems Inc

1.28
1,452,968
Technology