LDSFFirst Trust Low Duration Strategic Focus ETF
Seeks to generate current income, with a secondary objective of preservation of capital.
By First Trust · Launched 2019
Annual Cost
0.77%
#4,072 of 5,861 · expensive
Fund Size
$163M
#2,523 of 5,861 · mid-size
Dividend YieldGoal
4.65%
Track Record
7 years
#1,827 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,395+4.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 8 holdings = 100.0% of fund✓ diversified 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
92.0%
Cash
7.2%
Preferred
0.7%
Convertible
0.1%
Other
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.1%Low
Year-on-year price swings
Max drawdown
-9.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.54Decent risk-adjusted returns
Sortino (3Y)
0.77Moderate downside risk
Bond profile
Credit ratings
US Government
5.1%
AAA
39.0%
AA
4.5%
A
10.5%
BBB
22.5%
BB
11.9%
B
8.5%
Below B
1.7%
Other
1.4%
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
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Data updated on 2026-08-04