LDSFFirst Trust Low Duration Strategic Focus ETF

Get income Stay safe7y track recordRanked #118 of 387 in this goal

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

By First Trust · Launched 2019

Annual Cost

0.77%

#4,223 of 6,040 · expensive

Fund Size

$165M

#2,629 of 6,040 · mid-size

Return (1Y)

+1.9%

Track Record

7 years

#1,841 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,186+1.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Holdings

By weight

Concentration

Top 8 holdings = 100.0% of funddiversified through underlying funds

First Trust Exchange-Traded Fund IV

38.2%

First Trust Exchange-Traded Fund IV

34.9%

First Trust Exchange-Traded Fund IV

15.7%

First Trust Exchange-Traded Fund III

3.1%

First Trust Exchange-Traded Fund IV

3.0%

First Trust Exchange-Traded Fund III

2.5%

First Trust Exchange-Traded Fund IV

2.4%

Morgan Stanley Institutional Liquidity Funds

0.3%

Asset allocation

Bonds

93.4%

Cash

5.8%

Preferred

0.7%

Convertible

0.1%

Other

0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

2.1%Low

Year-on-year price swings

Max drawdown

-9.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.40Below average

Sortino (3Y)

0.56Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

9.4 years

Credit ratings

US Government

4.7%

AAA

39.3%

AA

4.4%

A

10.5%

BBB

22.4%

BB

11.9%

B

8.3%

Below B

1.6%

Other

1.5%

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to generate current income, with a secondary objective of preservation of capital.
Strategy: Invests primarily in U.S.-listed ETFs that principally invest in income-generating securities, targeting an effective portfolio duration of three years or less. Aims for current income while managing interest rate and credit risk.
Inception date: January 3, 2019
Fund family: First Trust

Similar funds

Same asset class, closest by strategy & exposure

LGOV

First Trust Long Duration Opportunities ETF

TER 0.49%3Y +3.1%$629M

HISF

First Trust High Income Strategic Focus ETF

TER 0.83%3Y +4.8%$98M

LMBS

First Trust Low Duration Opportunities ETF

TER 0.66%3Y +5.5%$6.5B

Next steps

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Data updated on 2026-09-18