First Trust Lunt U.S. Factor Rotation ETF
ETF
FCTR
Price as of:
$40.39
+ $0.15
+ 0.38%
Primary Theme
fund company
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
13.4%
1 yr return
21.8%
3 Yr Avg Return
17.6%
5 Yr Avg Return
4.1%
Net Assets
$53 M
Holdings in Top 10
15.1%
52 WEEK LOW AND HIGH
$40.2
$32.50
$40.39
Expenses
OPERATING FEES
Expense Ratio 0.65%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover N/A
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Exchange Traded Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
FCTR - Profile
Distributions
- YTD Total Return 13.4%
- 3 Yr Annualized Total Return 17.6%
- 5 Yr Annualized Total Return 4.1%
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 0.42%
- Dividend Yield 0.6%
- Dividend Distribution Frequency Quarterly
Fund Details
-
Legal NameFirst Trust Lunt U.S. Factor Rotation ETF
-
Fund Family NameFirst Trust Advisors L.P.
-
Inception DateJul 25, 2018
-
Shares Outstanding14300002
-
Share ClassN/A
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerStan Ueland
Fund Description
span style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"The Fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the Index. The Fund, using an “indexing” investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Index is owned and was developed by Lunt Capital Management, Inc. (the /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"“Index Provider”/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;") /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"and is calculated and maintained by Nasdaq, Inc. Nasdaq, Inc. may, from time to time, exercise reasonable discretion as it /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"deems appropriate in order to ensure Index integrity. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"The Index is designed to track the performance of securities exhibiting desirable factor exposure. According to the Index Provider, the Index selects securities from four single factor-oriented indexes based on the Index Provider's proprietary capital factor allocation methodology. Within the Index’s selection universe, each factor is represented by two sub-indices, each of /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"which selects 50 stocks from the Nasdaq US 500 Large Cap/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;" Index. One sub-index selects 50 stocks exhibiting the highest /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"levels of the factor and the other selects 50 stocks exhibiting the lowest levels of the factor. The factors are briefly defined, /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"and their associated sub-indices are set forth below. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"●/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Momentum /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"is the statistical measurement of the price performance of a security versus a market average, another security or a universe of securities. The sub-indices representing this factor are rebalanced semi-annually and evaluate the average of a security’s trailing 12-month, 9-month, 6-month, 3-month and 1-month price returns. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Family US Momentum/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index that is designed to track the performance of a portfolio of securities exhibiting strong momentum characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Laggard US Momentum/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index that is designed to track the performance of a portfolio of securities exhibiting poor momentum characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"●/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Value/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;" is the statistical measurement of a security’s price relative to the fundamental value of that security. The sub-indices representing this factor are rebalanced semi-annually and select securities based on a value score that evaluates several factors, including a security’s book value to price ratio, sales to enterprise value ratio and earnings-to-price ratio. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Family US Value/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index seeking to select a portfolio of securities exhibiting desirable valuation characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Laggard US Value/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index seeking to select a portfolio of securities exhibiting undesirable valuation characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"●/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Quality /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"is the statistical measurement of the strength of a security’s fundamentals. The sub-indices representing this factor are rebalanced annually and evaluate several criteria, including, but not limited to, a security’s earnings-per-share, operating margin, sales growth and return on equity. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Family US Quality/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index seeking to select a portfolio of securities exhibiting high degrees of pricing power. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Laggard US Quality/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index seeking to select a portfolio of securities exhibiting low degrees of pricing power. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"●/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Volatility/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;" is the statistical measurement of the magnitude of a security’s price fluctuations over time. The sub-indices representing this factor are rebalanced semi-annually and evaluate a security’s realized volatility over trailing 12-month, 9-month, 6-month and 3-month and 1-month time periods. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Family US Low Volatility/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index that is designed to track the performance of a portfolio of securities exhibiting low volatility characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:7.20pt;"○/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;"Nasdaq Factor Laggard US Low Volatility/spanspan style="color:#000000;font-family:Arial;font-size:6.5pt;font-style:italic;position:relative;top:-2.75pt;"TM/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;font-style:italic;" Index/spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;": an index that is designed to track the performance of a portfolio of securities exhibiting high volatility characteristics. /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;margin-left:0%;"According to the Index Provider, the Index tracks the components and weights of four of the above eight indexes, selected according to the Index Provider's proprietary capital factor allocation methodology. The aggregate weight assigned to each sub-index is dependent upon the Index’s holdings prior to the Index’s evaluation. If, upon the evaluation, the same four sub-indices are selected for inclusion in the Index, then no rebalance will occur. If, however, one or more sub-indices are to be replaced, the weight assigned to the sub-indices already included in the Index (if any) remains unchanged and the aggregate weight of the sub-indices that are removed is redistributed equally to the newly included sub-indices. Within each sub-index, /spanspan style="color:#000000;font-family:Arial;font-size:9.00pt;"the securities are weighted by factor score. /spanspan style="font-family:Arial;font-size:9.00pt;margin-left:0%;"The Index is rebalanced and reconstituted monthly and the Fund will make corresponding changes to its portfolio shortly after the Index changes are made public. The Index’s periodic rebalance and reconstitution schedule may cause the Fund to experience a higher rate of portfolio turnover. /spanspan style="font-family:Arial;font-size:9.00pt;"The Fund will be concentrated in an industry or a group of industries to the /spanspan style="font-family:Arial;font-size:9.00pt;margin-left:0%;"extent that the Index is so concentrated. As of March/spanspan style="font-family:Arial;font-size:9.00pt;" 31, 2026, the Index was composed of 172 securities. /spanspan style="font-family:Arial;font-size:9.00pt;"The Fund’s /spanspan style="font-family:Arial;font-size:9.00pt;margin-left:0%;"investments will change as the Index changes and, as a result, the Fund may have significant investments in jurisdictions or investment sectors that it may not have had as of March 31, /spanspan style="font-family:Arial;font-size:9.00pt;"2026. To the extent the Fund invests a significant portion of its /spanspan style="font-family:Arial;font-size:9.00pt;margin-left:0%;"assets in a given jurisdiction or investment sector, the Fund may be exposed to the risks associated with that jurisdiction or /spanspan style="font-family:Arial;font-size:9.00pt;"investment sector./span
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FCTR - Performance
Return Ranking - Trailing
| Period | FCTR Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 13.4% | -13.2% | 43.7% | 7.58% |
| 1 Yr | 21.8% | -15.7% | 101.9% | 69.87% |
| 3 Yr | 17.6%* | 1.1% | 41.0% | 75.04% |
| 5 Yr | 4.1%* | -3.9% | 19.6% | 98.29% |
| 10 Yr | N/A* | 5.8% | 55.9% | 79.04% |
* Annualized
Return Ranking - Calendar
| Period | FCTR Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 8.3% | -25.2% | 36.9% | 48.37% |
| 2024 | 18.5% | -51.6% | 37.0% | 30.48% |
| 2023 | -0.4% | -15.6% | 47.4% | 97.70% |
| 2022 | -21.5% | -56.3% | 1.1% | 53.16% |
| 2021 | 20.5% | -27.2% | 537.8% | 35.05% |
Total Return Ranking - Trailing
| Period | FCTR Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 13.4% | -13.2% | 43.7% | 7.58% |
| 1 Yr | 21.8% | -15.7% | 101.9% | 69.87% |
| 3 Yr | 17.6%* | 1.1% | 41.0% | 75.04% |
| 5 Yr | 4.1%* | -3.9% | 19.6% | 98.29% |
| 10 Yr | N/A* | 5.8% | 55.9% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FCTR Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 8.6% | -3.4% | 43.4% | 92.07% |
| 2024 | 19.5% | -20.1% | 44.5% | 68.11% |
| 2023 | 0.7% | 0.3% | 47.4% | 99.91% |
| 2022 | -20.4% | -31.9% | 11.0% | 84.33% |
| 2021 | 21.1% | 4.1% | 537.8% | 90.22% |
FCTR - Holdings
Concentration Analysis
| FCTR | Category Low | Category High | FCTR % Rank | |
|---|---|---|---|---|
| Net Assets | 53 M | 3.76 M | 2.2 T | 96.92% |
| Number of Holdings | 173 | 2 | 3885 | 40.62% |
| Net Assets in Top 10 | 7.52 M | 3.24 M | 639 B | 99.47% |
| Weighting of Top 10 | 15.06% | 2.5% | 102.7% | 98.94% |
Top 10 Holdings
- Dow Inc COM 2.02%
- Warner Bros. Discovery Inc. COM SER A 1.80%
- Target Corp. COM 1.61%
- Archer-Daniels-Midland Co. COM 1.51%
- LyondellBasell Industries NV SHS - A - 1.50%
- Intel Corporation COM 1.46%
- Comcast Corporation CL A 1.44%
- Tyson Foods, Inc. CL A 1.32%
- General Motors Company COM 1.21%
- Devon Energy Corporation COM 1.20%
Asset Allocation
| Weighting | Return Low | Return High | FCTR % Rank | |
|---|---|---|---|---|
| Stocks | 99.87% | 0.00% | 105.13% | 10.04% |
| Cash | 0.13% | 0.00% | 69.97% | 85.11% |
| Preferred Stocks | 0.00% | 0.00% | 5.74% | 96.92% |
| Other | 0.00% | -13.91% | 100.00% | 84.85% |
| Convertible Bonds | 0.00% | 0.00% | 5.54% | 96.91% |
| Bonds | 0.00% | 0.00% | 136.21% | 96.83% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FCTR % Rank | |
|---|---|---|---|---|
| Financial Services | 20.41% | 0.00% | 55.59% | 7.37% |
| Energy | 14.52% | 0.00% | 41.64% | 1.17% |
| Healthcare | 14.35% | 0.00% | 52.29% | 52.02% |
| Utilities | 10.18% | 0.00% | 15.25% | 0.81% |
| Technology | 7.48% | 0.00% | 48.94% | 96.41% |
| Consumer Defense | 6.55% | 0.00% | 47.71% | 58.40% |
| Real Estate | 6.29% | 0.00% | 31.91% | 3.32% |
| Basic Materials | 6.07% | 0.00% | 19.45% | 6.29% |
| Industrials | 5.97% | 0.00% | 29.90% | 95.51% |
| Consumer Cyclical | 5.74% | 0.00% | 30.33% | 91.37% |
| Communication Services | 2.45% | 0.00% | 27.94% | 93.98% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FCTR % Rank | |
|---|---|---|---|---|
| US | 99.87% | 0.00% | 101.31% | 7.84% |
| Non US | 0.00% | 0.00% | 70.69% | 96.92% |
FCTR - Expenses
Operational Fees
| FCTR Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.65% | 0.01% | 4.93% | 61.05% |
| Management Fee | 0.65% | 0.00% | 1.89% | 79.47% |
| 12b-1 Fee | 0.00% | 0.00% | 1.00% | 18.92% |
| Administrative Fee | N/A | 0.00% | 0.85% | N/A |
Sales Fees
| FCTR Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
| FCTR Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.25% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FCTR Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | N/A | 0.00% | 268.00% | 98.72% |
FCTR - Distributions
Dividend Yield Analysis
| FCTR | Category Low | Category High | FCTR % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.65% | 0.00% | 25.47% | 68.28% |
Dividend Distribution Analysis
| FCTR | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annual | Quarterly | Quarterly |
Net Income Ratio Analysis
| FCTR | Category Low | Category High | FCTR % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.42% | -54.00% | 2.44% | 67.60% |
Capital Gain Distribution Analysis
| FCTR | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Semi-Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Mar 26, 2026 | $0.065 | OrdinaryDividend |
| Sep 25, 2025 | $0.047 | OrdinaryDividend |
| Sep 25, 2025 | $0.047 | OrdinaryDividend |
| Jun 26, 2025 | $0.033 | OrdinaryDividend |
| Mar 27, 2025 | $0.027 | OrdinaryDividend |
| Dec 13, 2024 | $0.093 | OrdinaryDividend |
| Sep 26, 2024 | $0.070 | OrdinaryDividend |
| Jun 27, 2024 | $0.066 | OrdinaryDividend |
| Mar 21, 2024 | $0.041 | OrdinaryDividend |
| Dec 22, 2023 | $0.080 | OrdinaryDividend |
| Sep 22, 2023 | $0.019 | OrdinaryDividend |
| Jun 27, 2023 | $0.115 | OrdinaryDividend |
| Mar 24, 2023 | $0.075 | OrdinaryDividend |
| Dec 23, 2022 | $0.072 | OrdinaryDividend |
| Sep 23, 2022 | $0.138 | OrdinaryDividend |
| Jun 24, 2022 | $0.095 | OrdinaryDividend |
| Mar 25, 2022 | $0.082 | OrdinaryDividend |
| Dec 23, 2021 | $0.024 | OrdinaryDividend |
| Sep 23, 2021 | $0.018 | OrdinaryDividend |
| Jun 24, 2021 | $0.055 | OrdinaryDividend |
| Mar 25, 2021 | $0.067 | OrdinaryDividend |
| Dec 24, 2020 | $0.002 | OrdinaryDividend |
| Sep 24, 2020 | $0.028 | OrdinaryDividend |
| Jun 25, 2020 | $0.064 | OrdinaryDividend |
| Mar 26, 2020 | $0.037 | OrdinaryDividend |
| Dec 13, 2019 | $0.071 | OrdinaryDividend |
| Sep 25, 2019 | $0.070 | OrdinaryDividend |
| Jun 14, 2019 | $0.046 | OrdinaryDividend |
| Mar 21, 2019 | $0.036 | OrdinaryDividend |
| Dec 18, 2018 | $0.093 | OrdinaryDividend |
| Sep 14, 2018 | $0.024 | OrdinaryDividend |
FCTR - Fund Manager Analysis
Managers
Stan Ueland
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
Mr. Ueland joined First Trust Advisors as a Vice President in August 2005 and has been a Senior Vice President of First Trust and FTP since September 2012. At First Trust, he plays an important role in executing the investment strategies of each portfolio of exchange-traded funds advised by First Trust. Before joining First Trust, he was vice president of sales at BondWave LLC from May 2004 through August 2005, an account executive for Mina Capital Management LLC and Samaritan Asset Management LLC from January 2003 through May 2004, and a sales consultant at Oracle Corporation from January 1997 through January 2003.
Roger Testin
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
Roger F. Testin, CFA, was born in 1966. Mr. Testin earned a B.S. in Accounting from the University of Illinois and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2001 and he is a Portfolio Manager and Senior Vice President. As Product Manager for the VA’s, SMA’s and International Managed Products, Mr. Testin shall be responsible for the daily implementation and execution of the strategies for these product vehicles on behalf of the Investment Committee.
Daniel Lindquist
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
Daniel J. Lindquist, CFA, was born in 1970. Mr. Lindquist earned a B.A. in Business Economics from Wheaton College and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2004 and is a Managing Director. Mr. Lindquist is the Chairman of the Investment Committee and is responsible for the overall supervision of the Separate Managed Accounts.
Jon Erickson
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
Jon C. Erickson, CFA, was born in 1966. Mr. Erickson earned a B.S. in Computer Science from the University of Illinois and has an MBA from the University of Illinois in Finance. He has been with First Trust Advisors L.P. since 1994 and he is a Portfolio Manager and Senior Vice President. As the head of FTA’s Equity Research Group, Mr. Erickson shall be responsible for determining the securities to be purchased and sold by Funds that do not utilize quantitative investment strategies on behalf of the Investment Committee.
David McGarel
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
David G. McGarel, CFA, was born in 1966. Mr. McGarel earned a B.S. in Accounting from the University of Notre Dame. He has been with First Trust Advisors L.P. since 1997 and he is a Managing Director, Chief Operating Officer and the Chief Investment Officer. As head of FTA’s Strategy Research Group, Mr. McGarel shall be responsible for developing and implementing quantitative investment strategies for those Funds that have investment policies that require them to follow such strategies, on behalf of the Investment Committee.
Chris Peterson
Start Date
Tenure
Tenure Rank
Jul 23, 2018
3.86
3.9%
Chris A. Peterson, CFA was born in 1975. Mr. Peterson earned a B.S in Finance from Bradley University and has an MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance & Accounting. He has been with First Trust Advisors L.P. since 2000. As head of FTA’s Portfolio Advisor’s Strategy Research Group, Mr. Peterson shall be responsible for developing and implementing quantitative equity strategies on behalf of the Investment Committee.
Erik Russo
Start Date
Tenure
Tenure Rank
Dec 31, 2020
1.41
1.4%
Mr. Russo is a Vice President of First Trust. He is responsible for implementing the investment strategies of each portfolio of exchange-traded funds advised by First Trust in his role as a Portfolio Manager. Mr. Russo joined First Trust in January of 2010.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 39.02 | 7.35 | 2.25 |