First Trust Low Dur Strat Foc ETF (LDSF)
18.60
-0.03
(-0.17%)
USD |
NASDAQ |
May 23, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.75% | -0.05% | 147.04M | 102400.6 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
4.35% | 52.00% | -74.38M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | Medium Quality/Limited Sensitivity |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Short-Term Bond |
Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Bloomberg US Govt/Credit 1-5 Yr TR USD | 80.00% |
ICE BofA US HY Constnd TR USD | 20.00% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Chris Peterson | 5.33 yrs |
Daniel Lindquist | 5.33 yrs |
David McGarel | 5.33 yrs |
Steve Collins | 5.33 yrs |
William Housey | 5.33 yrs |
Performance Versus Category
As of May 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 23, 2024.
Basic Info
Investment Strategy | |
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | Medium Quality/Limited Sensitivity |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Short-Term Bond |
Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Bloomberg US Govt/Credit 1-5 Yr TR USD | 80.00% |
ICE BofA US HY Constnd TR USD | 20.00% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Chris Peterson | 5.33 yrs |
Daniel Lindquist | 5.33 yrs |
David McGarel | 5.33 yrs |
Steve Collins | 5.33 yrs |
William Housey | 5.33 yrs |