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First Trust Low Duration Oppos ETF LMBS

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

Morningstar’s Analysis LMBS

Will LMBS 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 LMBS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

For the brave.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

First Trust Low Duration Opportunities ETF’s modest analytical support and embedded risks of investing in niche securitized debt outweigh the benefits of an experienced management team.

by Saraja Samant
Rated on Published on

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Portfolio Holdings LMBS

More LMBS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

19.06 658.2 Mil
Government

Morgan Stanley Instl Lqudty Trs Instl

10.83 374.0 Mil
Cash and Equivalents

United States Treasury Notes 4.625%

2.34 80.8 Mil
Government

Fnma Pass-Thru I 4%

2.29 79.2 Mil
Securitized

United States Treasury Notes 4.625%

2.26 78.2 Mil
Government

Federal National Mortgage Association 4%

2.04 70.5 Mil
Securitized

Federal National Mortgage Association 3.5%

2.00 68.9 Mil
Securitized

Fnma Pass-Thru I 4%

1.96 67.8 Mil
Securitized

United States Treasury Notes 2.5%

1.74 59.9 Mil
Cash and Equivalents

Federal National Mortgage Association 3%

1.60 55.2 Mil
Securitized