FTBIFirst Trust Balanced Income ETF
Get income#1468 of 1640 for Get income
Seeks investment results that correspond generally to the price and yield of the Bloomberg Moderate Allocation Income Focus Index.
First Trust · Since 2025 (12 months)
Annual Cost
0.97%
#4596 out of 5,332 ETFs
Fund Size
$19M
#4145 out of 5,332 ETFs
Dividend Yield
—
Track Record
12 months
#4495 out of 5,332 ETFs
Performance
1 Year
N/A
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
index tracking
Asset allocation
Stocks
57.7%
Bonds
38.1%
Cash
2.9%
Other
1.1%
Preferred
0.2%
Sector breakdown
Technology
33.2%
Financial Services
15.0%
Industrials
11.6%
Consumer Defensive
8.3%
Communication
7.8%
Consumer Cyclical
7.0%
Healthcare
5.8%
Energy
3.7%
Other
7.5%
Top holdings
First Trust BuyWrite Income ETFFTHI19.8%
First Trust Nasdaq BuyWrite Income ETFFTQI9.8%
FT Vest Tech Div Trgt Inc ETFTDVI9.8%
First Trust Core Investment Grade ETFFTCB7.1%
First Trust Smith Opportnstc Fxd Inc ETFFIXD7.0%
FT Vest SMID Ris Div Ach Trg IncETFSDVD6.8%
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETFKNG6.7%
FT Vest Ris Div Ach Trg Inc ETFRDVI6.6%
FT Vest Gold Strategy Trgt Inc ETFIGLD5.2%
First Trust Ltd Drtn Inv Grd Corp ETFFSIG4.4%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-5.3%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Bond profile
Duration
4.4 years
Avg maturity
9.3 years
Credit ratings
US Government
9.3%
AAA
64.3%
AA
2.7%
A
8.8%
BBB
19.6%
BB
4.2%
B
0.3%
Other
0.0%
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Data updated on 2026-05-05