LDSF

First Trust Low Duration Strategic Focus ETFFirst Trust
$18.98-0.08 (-0.42%)Close
AUM$159.4M
Expense Ratio0.77%
NAV$19.09
Holdings8
InceptionJan 3, 2019

Price Chart

Key Statistics

Previous Close

$19.06

Day Range

$18.98$19.05

52-Week Range

$18.64$19.23

Avg Volume

38.5K

Dividend Yield

4.55%

Expense Ratio

0.77%

AUM

$159.4M

Shares Outstanding

8.3M

Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States99.71%
Other0.29%

Fund Information

Category
Healthcare
Subcategory
Healthcare
Inception Date
Jan 3, 2019
Exchange
NASDAQ
Description
The First Trust Low Duration Strategic Focus ETF (the "Fund") seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the Fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide the Fund with an effective portfolio duration of three years or less.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
IWMiShares Russell 2000 ETF$70.17B0.19%1,934
XLVState Street Health Care Select Sector SPDR ETF$40.61B0.08%60
VHTVanguard Health Care ETF$19.80B0.09%411
COWZPacer US Cash Cows 100 ETF$18.40B0.49%103
VTWOVanguard Russell 2000 ETF$14.50B0.06%1,969

The First Trust Low Duration Strategic Focus ETF (LDSF) is an exchange-traded fund issued by First Trust that launched on Jan 3, 2019. It currently manages $159.4M in assets under management. The fund charges an expense ratio of 0.77%. The fund holds 8 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1LMBSFirst Trust Low Duration Opportunities ETF38.20%1,212,427$60.9M
2FSIGFirst Trust Limited Duration Investment Grade Corporate ETF34.87%2,909,795$55.6M
3HYLSFirst Trust Tactical High Yield ETF15.69%609,920$25.0M
4FEMBFirst Trust Emerging Markets Local Currency Bond ETF3.00%160,429$4.8M
5FTSMFirst Trust Enhanced Short Maturity ETF3.00%79,850$4.8M
6FPEIFirst Trust Institutional Preferred Securities and Income ETF2.49%205,513$4.0M
7FTSLFirst Trust Senior Loan Fund2.45%86,912$3.9M
8$USDUS Dollar0.29%0$463K

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.42%
1W
-0.38%
1M
-0.75%
3M
-0.15%
6M
-0.76%
YTD
-0.50%
1Y
+1.01%
3Y
+2.67%
5Y
-6.27%

Moving Averages

20-Day MA

$19.16

Below 20-Day MA
50-Day MA

$19.16

Below 50-Day MA
200-Day MA

$19.07

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.23

Current Price

$18.98

52-Week Low

$18.64

$18.64$19.23

Current Yield

4.55%

Annual Dividend

$0.2913

Frequency

12x/year

Last Ex-Date

Feb 20, 2026

Dividend History

Ex-DateAmountPay Date
Feb 20, 2026$0.0746Feb 27, 2026
Jan 21, 2026$0.0730Jan 30, 2026
Dec 12, 2025$0.0710Dec 31, 2025
Nov 21, 2025$0.0727Nov 28, 2025
Oct 21, 2025$0.0727Oct 31, 2025
Sep 25, 2025$0.0736Sep 30, 2025
Aug 21, 2025$0.0720Aug 29, 2025
Jul 22, 2025$0.0720Jul 31, 2025
Jun 26, 2025$0.0720Jun 30, 2025
May 21, 2025$0.0720May 30, 2025
Apr 22, 2025$0.0720Apr 30, 2025
Mar 27, 2025$0.0720Mar 31, 2025
Feb 21, 2025$0.0720Feb 28, 2025
Jan 22, 2025$0.0720Jan 31, 2025
Dec 13, 2024$0.0720Dec 31, 2024
Nov 21, 2024$0.0720Nov 29, 2024
Oct 22, 2024$0.0720Oct 31, 2024
Sep 26, 2024$0.0720Sep 30, 2024
Aug 21, 2024$0.0750Aug 30, 2024
Jul 23, 2024$0.0750Jul 31, 2024

Dividend Payments Over Time

Category Comparison

MetricLDSFHealthcare(223 ETFs)Healthcare(44 ETFs)
Fund Info
Expense Ratio0.77%0.60%0.59%
AUM$159.4M$1.25B$881.1M
Dividend Yield4.55%2.75%2.35%
Avg Volume38.5K769.9K99.5K
Holdings8182134
Performance
1-Month Return-0.67%-3.02%-2.09%
6-Month Return-0.54%+5.85%+3.03%
YTD Return-0.52%+0.17%-1.90%
1-Year Return+0.82%+16.65%+12.17%

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