First Trust Lunt US Factor Rotation ETF (FCTR)

• Market cap: $71M
• 1 day: -0.48%
• 5 days: -1.93%
• 1 month: -5.14%
• 3 months: 6.37%
• 6 months: 4.82%
• Year to date: 21.38%
• 1 year: 18.21%
• 5 years: 45.23%
• 10 years: 62.52%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

1.4% less ownership

Funds ownership: 75.27% [Q2] → 73.87% (-1.4%) [Q3]

7% less funds holding

Funds holding: 44 [Q2] → 41 (-3) [Q3]

9% less capital invested

Capital invested by funds: $53.7M [Q2] → $49M (-$4.66M) [Q3]

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21