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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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Lunt US Factor Rotation ETF to a Morningstar Medalist Rating of Negative.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

1.45 1.0 Mil
Industrials

Warner Bros. Discovery Inc Ordinary Shares - Class A

1.45 1.0 Mil
Communication Services

Illinois Tool Works Inc

1.43 1.0 Mil
Industrials

Walgreens Boots Alliance Inc

1.38 992,735
Healthcare

Sysco Corp

1.37 986,449
Consumer Defensive

Archer-Daniels Midland Co

1.36 980,125
Consumer Defensive

Procter & Gamble Co

1.21 870,448
Consumer Defensive

Rivian Automotive Inc Class A

1.20 865,376
Consumer Cyclical

Colgate-Palmolive Co

1.20 864,662
Consumer Defensive

Loews Corp

1.17 843,574
Financial Services