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Morningstar

First Trust High Income Strat Foc ETF HISF

Morningstar Analyst Rating
Quantitative rating as of | See First Trust Investment Hub

Morningstar’s Analysis HISF

Will HISF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HISF’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HISF 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 HISF’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust High Income Strat Foc ETF to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HISF

More HISF Holdings
  • Current Portfolio Date Mar 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust TCWOpportunistic Fxd Inc ETF

35.47
13,334,520
—

First Trust Low Duration Oppos ETF

17.54
6,593,381
—

First Trust Ltd Drtn Inv Grd Corp ETF

17.43
6,550,238
—

First Trust Tactical High Yield ETF

14.96
5,624,152
—

First Trust Enhanced Short Maturity ETF

9.97
3,749,122
—

First Trust Instl Pref Secs and Inc ETF

4.53
1,701,449
—

Interest/Overdraft

0.10
36,264
Cash and Equivalents