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First Trust Low Dur Strat Foc ETF LDSF

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis LDSF

Will LDSF outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Low Dur Strat Foc ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings LDSF

  • 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

40.06 59.3 Mil

First Trust Ltd Drtn Inv Grd Corp ETF

34.98 51.8 Mil

First Trust Tactical High Yield ETF

9.89 14.6 Mil

First Trust Senior Loan ETF

5.01 7.4 Mil

First Trust Enhanced Short Maturity ETF

5.01 7.4 Mil

iShares 3-7 Year Treasury Bond ETF

4.98 7.4 Mil

Morgan Stanley Instl Lqudty Trs Instl

0.07 110,263
Cash and Equivalents