FTLSFirst Trust Long/Short Equity ETF

Diversifier#55 of 228 for Diversifier

Seeks long-term total return for investors.

First Trust · Since 2014 (11 years)

Annual Cost

1.38%

#5161 out of 5,332 ETFs

Fund Size

$2.2B

#623 out of 5,332 ETFs

Dividend Yield

0.96%

Track Record

11 years

#1226 out of 5,332 ETFs

Performance

1 Year

+17.1%

3 Years

+14.7%

5 Years

+10.5%

What's inside

Asset class

Region

Strategy

long short

Asset allocation

Stocks

60.8%

Cash

39.2%

Top holdings

Apple IncAAPL6.5%

NVIDIA CorpNVDA3.6%

Microsoft CorpMSFT3.4%

JPMorgan Chase & CoJPM2.7%

Bank of America CorpBAC2.6%

ASML Holding NV ADRASML2.5%

Berkshire Hathaway Inc Class BBRK-B2.5%

Alphabet Inc Class AGOOGL2.4%

Risk profile

Volatility (1Y)

8.3%

Moderate

Max drawdown

-20.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.08

Excellent risk-adjusted returns

Sortino (3Y)

1.56

Good downside protection

Similar ETFs

FPX

First Trust US Equity Opportunities ETF

TER 0.61%3Y +32.6%

LGOV

First Trust Long Duration Opportunities ETF

TER 0.49%3Y +2.2%

FTBI

First Trust Balanced Income ETF

TER 0.97%3Y N/A

Data updated on 2026-05-05