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LDSFFirst Trust Low Duration Strategic Focus ETF

Get incomeStay safe#64 of 280 for Stay safe

Seeks to generate current income, with a secondary objective of preservation of capital.

First Trust · Since 2019 (7 years)

Annual Cost

0.77%

#3712 out of 5,332 ETFs

Fund Size

$162M

#2287 out of 5,332 ETFs

Dividend Yield

4.61%

Track Record

7 years

#1898 out of 5,332 ETFs

Performance

1 Year

+5.2%

3 Years

+5.2%

5 Years

+2.4%

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
90.8%
Cash
8.4%
Preferred
0.8%
Convertible
0.1%

Top holdings

First Trust Low Duration Oppos ETFLMBS37.9%
First Trust Ltd Drtn Inv Grd Corp ETFFSIG34.9%
First Trust Tactical High Yield ETFHYLS12.0%
First Trust Senior Loan ETFFTSL6.5%
First Trust Enhanced Short Maturity ETFFTSM3.0%
First Trust Emerging Mkts Lcl Ccy Bd ETFFEMB3.0%
First Trust Instl Pref Secs and Inc ETFFPEI2.5%
Morgan Stanley Instl Lqudty Trs InstlMISXX0.3%

Risk profile

Volatility (1Y)

2.1%

Moderate

Max drawdown

-8.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.58

Decent risk-adjusted returns

Sortino (3Y)

0.82

Moderate downside risk

Bond profile

Credit ratings

AAA
39.0%
AA
4.2%
A
10.7%
BBB
24.0%
BB
10.6%
B
9.0%
Below B
2.1%
Other
0.5%

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Data updated on 2026-05-05