LDSF

First Trust$18.98+0.00 (+0.00%)
AUM $160.4MER 0.77%NAV $18.98Holdings 8

Price Chart

Key Statistics

Previous Close

$18.99

Day Range

$18.98$19.01

52-Week Range

$18.76$19.23

Avg Volume

26.0K

Dividend Yield

4.55%

Expense Ratio

0.77%

AUM

$160.4M

Shares Outstanding

8.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States99.71%
Other0.29%

Fund Information

Category
Healthcare
Types
Income
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

SymbolNameAUM
IWMiShares Russell 2000 ETF$75.96B
XLVState Street Health Care Select Sector SPDR ETF$38.76B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

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 $160.4M 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 ETF37.82%1,212,427$60.7M
2FSIGFirst Trust Limited Duration Investment Grade Corporate ETF34.83%2,909,795$55.9M
3HYLSFirst Trust Tactical High Yield ETF12.03%609,920$19.3M
4FTSLFirst Trust Senior Loan Fund6.47%86,912$10.4M
5FEMBFirst Trust Emerging Markets Local Currency Bond ETF3.07%160,429$4.9M
6FTSMFirst Trust Enhanced Short Maturity ETF2.98%79,850$4.8M
7FPEIFirst Trust Institutional Preferred Securities and Income ETF2.51%205,513$4.0M
8$USDUS Dollar0.29%0$465K

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
-0.60%
1M
+0.96%
3M
-0.96%
6M
-0.86%
YTD
-0.89%
1Y
+0.74%
3Y
+1.66%
5Y
-6.27%

Moving Averages

20-Day MA

$18.98

Above 20-Day MA
50-Day MA

$19.04

Below 50-Day MA
200-Day MA

$19.09

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.23

Current Price

$18.98

52-Week Low

$18.76

$18.76$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(212 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.77%0.61%0.72%
AUM$160.4M$1.20B$1.48B
Dividend Yield4.55%3.25%11.21%
Avg Volume26.0K344.9K219.1K
Holdings8181161
Performance
1-Month Return+0.15%+5.25%+2.23%
6-Month Return-0.74%+6.85%-2.79%
YTD Return-0.85%+2.72%-0.93%
1-Year Return+1.31%+30.99%+4.59%

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