Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.32% 96.60M 44987.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 100.0% 18.51M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests at least 80% of its net assets in a portfolio of U.S. and non-U.S. convertible securities. The Fund may also invest in convertible securities of any credit quality, including below investment grade or unrated securities, and with effective or final maturities of any length.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles Global
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-2.28%
22.30%
51.02%
4.10%
-20.86%
7.12%
11.92%
21.64%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.96%
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13.25%
32.00%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.44%
-0.32%
21.76%
61.01%
-0.51%
-20.66%
15.34%
10.62%
19.75%
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8.94%
As of December 24, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.47%
Stock 0.00%
Bond 74.24%
Convertible 10.19%
Preferred 10.30%
Other 1.80%
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Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests at least 80% of its net assets in a portfolio of U.S. and non-U.S. convertible securities. The Fund may also invest in convertible securities of any credit quality, including below investment grade or unrated securities, and with effective or final maturities of any length.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles Global
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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