First Trust Smith Unconstrained Pl BdETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
First Trust Smith Unconstrained Plus Bond ETF UCON
Morningstar’s Analysis UCON
Will UCON outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the UCON management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of UCON’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 3.375% | 2.35 | 76M | Government |
United States Treasury Notes 4.375% | 2.22 | 72M | Government |
United States Treasury Bonds 4.625% | 2.13 | 69M | Government |
United States Treasury Bonds 4.75% | 2.12 | 69M | Government |
United States Treasury Notes 3.875% | 1.19 | 38M | Government |
United States Treasury Bonds 4.625% | 1.04 | 34M | Government |
Federal National Mortgage Association 4% | 0.95 | 31M | Securitized |
Boeing Co. 7.008% | 0.81 | 26M | Corporate |
Federal National Mortgage Association 4.9621% | 0.73 | 24M | Securitized |
Albertsons Companies Inc. / Safeway Inc. / New Albertsons LP / Albertsons L | 0.72 | 23M | Corporate |
United States