Morningstar

First Trust Low Duration Strategic Focus ETF LDSF

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis LDSF

Will LDSF outperform in the 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 LDSF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Low Dur Strat Foc ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LDSF

More LDSF Holdings
  • 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

32.95 53M
—

First Trust Ltd Drtn Inv Grd Corp ETF

29.02 47M
—

First Trust Tactical High Yield ETF

11.98 19M
—

First Trust Senior Loan ETF

9.46 15M
—

First Trust Enhanced Short Maturity ETF

5.96 10M
—

First Trust Structured Crd Inc Opp ETF

5.00 8M
—

First Trust Emerging Mkts Lcl Ccy Bd ETF

3.03 5M
—

First Trust Instl Pref Secs and Inc ETF

2.50 4M
—

Morgan Stanley Instl Lqudty Trs Instl

0.11 180,886
Cash and Equivalents

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