First Trust Low Etf Profile

LMBS Etf  USD 48.97  0.13  0.27%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
First Trust is selling for under 48.97 as of the 30th of November 2024; that is 0.27 percent increase since the beginning of the trading day. The etf's lowest day price was 48.9. First Trust has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for First Trust Low are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60 percent of its net assets in mortgage-related debt securities and other mortgage-related instruments . Low Duration is traded on NASDAQ Exchange in the United States. More on First Trust Low

Moving together with First Etf

  0.95SHY iShares 1 3PairCorr
  0.91SPTS SPDR Barclays ShortPairCorr
  0.89AGZ iShares Agency BondPairCorr
  0.95UTWO Rbb FundPairCorr

Moving against First Etf

  0.5BTC Grayscale Bitcoin MiniPairCorr
  0.45VUG Vanguard Growth IndexPairCorr
  0.41VTI Vanguard Total StockPairCorr
  0.41VO Vanguard Mid CapPairCorr
  0.41VB Vanguard Small CapPairCorr
  0.4SPY SPDR SP 500 Aggressive PushPairCorr

First Etf Highlights

Thematic IdeaAgency Mbs ETFs (View all Themes)
Business ConcentrationAgency Mbs ETFs, Short Government, First Trust (View all Sectors)
IssuerFirst Trust
Inception Date2014-11-04
BenchmarkNot Applicable
Entity TypeRegulated Investment Company
Asset Under Management4.65 Billion
Average Trading Valume489,683.7
Asset TypeFixed Income
CategoryU.S. Government
FocusAgency MBS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerJames Snyder, Jeremiah Charles
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Oct
ExchangeNASDAQ
Number of Constituents1,055
Market MakerGTS
Total Expense0.64
Management Fee0.64
Country NameUSA
Returns Y T D5.15
NameFirst Trust Low Duration Opportunities ETF
Currency CodeUSD
Open FigiBBG007GFNV36
In Threey Volatility3.3
1y Volatility3.7
200 Day M A48.5167
50 Day M A48.9747
CodeLMBS
Updated At30th of November 2024
Currency NameUS Dollar
First Trust Low [LMBS] is traded in USA and was established 2014-11-04. The fund is listed under Short Government category and is part of First Trust family. The entity is thematically classified as Agency Mbs ETFs. First Trust Low now have 5.07 B in assets. , while the total return for the last 3 years was 2.6%.
Check First Trust Probability Of Bankruptcy

Top First Trust Low Etf Constituents

IEFiShares 7 10 YearEtfLong Government
TLTiShares 20 YearEtfLong Government
More Details

First Trust Top Holders

JTHSXJames Alpha TotalMutual FundMultistrategy
LDSFFirst Trust LowEtfShort-Term Bond
EARAXEaton Vance RichardMutual FundTactical Allocation
ECRAXEaton Vance RichardMutual FundTactical Allocation
ADFIAnfield Dynamic FixedEtfIntermediate Core-Plus Bond
FDIVMarketDesk Focused DividendEtfMultisector Bond
EIRAXEaton Vance RichardMutual FundTactical Allocation
ASTIXAstor Longshort FundMutual FundTactical Allocation
More Details

First Trust Low Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

First Trust Against Markets

When determining whether First Trust Low is a strong investment it is important to analyze First Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact First Trust's future performance. For an informed investment choice regarding First Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in First Trust Low. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of First Trust Low is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.