Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
First Trust Low Dur Strat Foc ETF LDSF
Morningstar’s Analysis LDSF
Will LDSF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
First Trust Low Duration Oppos ETF | 35.05 | 56.4 Mil | — |
First Trust Ltd Drtn Inv Grd Corp ETF | 34.93 | 56.2 Mil | — |
First Trust Tactical High Yield ETF | 9.98 | 16.0 Mil | — |
First Trust Enhanced Short Maturity ETF | 7.48 | 12.0 Mil | — |
iShares 3-7 Year Treasury Bond ETF | 5.00 | 8.0 Mil | — |
First Trust Senior Loan ETF | 4.98 | 8.0 Mil | — |
First Trust Emerging Mkts Lcl Ccy Bd ETF | 2.49 | 4.0 Mil | — |
Morgan Stanley Instl Lqudty Trs Instl | 0.09 | 142,086 | Cash and Equivalents |