First Trust Low Dur Strat Foc ETF (LDSF)
18.57
-0.03
(-0.17%)
USD |
NASDAQ |
Apr 15, 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% | 103.92M | 26006.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.33% | 52.00% | -67.86M | 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 | 5.25 yrs |
| Daniel Lindquist | 5.25 yrs |
| David McGarel | 5.25 yrs |
| Steve Collins | 5.25 yrs |
| William Housey | 5.25 yrs |
Performance Versus Category
As of April 15, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 15, 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 | 5.25 yrs |
| Daniel Lindquist | 5.25 yrs |
| David McGarel | 5.25 yrs |
| Steve Collins | 5.25 yrs |
| William Housey | 5.25 yrs |