Large Blend · BATS · USD · Data as of 2026-05-12
AUM
$52.97M
Expense ratio
0.65%
Yield
0.38%
YTD return
+6.31%
Last price
$38.95
Broad Equity · Coverage 75% · low
Today
52.6
Outlook
52.3
Block A (composite-derived)
54.1
Block C (market behavior)
53.3
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
54.1
Coverage 75% · medium
Liquidity
—
Expenses
45.0
Performance
—
Volatility
26.9
Dividend
10.8
Concentration
85.0
Smart Money
76.0
Activist
99.2
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
First Trust Lunt U.S. Factor Rotation ETF (FCTR) is an exchange-traded fund from First Trust in the Mixed asset class. Launched in 2018. Assets under management: 52,972,028.
Bullish Whales composite rating: 54 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, concentration, smart-money flow.
Annualized one-year realized volatility 18%, classified moderate. Weakest axes: dividend, volatility.
Top-10 weight 0%, diversified, led by CNC. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, smart_money_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yFirst Trust Lunt U.S. Factor Rotation ETF is a unique exchange-traded fund designed to capitalize on the potential of factor rotations within the U.S. equity market. The ETF's primary function is to offer investors exposure to a dynamic range of investment factors that historically drive stock performance, such as value, momentum, and low volatility. Utilizing a proprietary strategy developed by Lunt Capital Management, it systematically shifts exposure among different factors based on relative strength models. This ETF is notable for its adaptive approach, seeking to optimize returns by aligning with the strongest performing factors at any given time, hence appealing to investors looking for a disciplined, yet flexible investment approach. It plays an important role in diversifying portfolios by providing access to a tactical allocation between growth and defensive factors, impacting sectors like technology, healthcare, financial services, and consumer goods. First Trust Lunt U.S. Factor Rotation ETF underscores the increasing popularity of smart-beta strategies in the investment community, offering a sophisticated tool for navigating evolving market conditions efficiently.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $52,972,028. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for FCTR are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.