Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% -0.01% 398.33M 82596.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.80% 68.00% -61.14M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond generally to the price and yield of an index called the NASDAQ Multi-Asset Diversified Income Index. The Index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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
2019
2020
2021
2022
2023
2024
2025
YTD
18.57%
-14.88%
16.49%
-3.87%
11.51%
10.05%
3.77%
1.55%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
20.32%
-11.51%
22.67%
-12.90%
16.11%
13.72%
0.99%
2.40%
25.39%
4.51%
22.28%
-8.10%
-8.49%
19.93%
11.89%
4.88%
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-11.88%
11.56%
19.45%
8.90%
1.72%
25.97%
-10.46%
25.33%
-9.29%
17.87%
10.25%
10.99%
3.66%
As of January 11, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.14%
Stock 45.32%
Bond 22.18%
Convertible 0.00%
Preferred 10.88%
Other 20.48%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond generally to the price and yield of an index called the NASDAQ Multi-Asset Diversified Income Index. The Index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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