Fund comparison · from official SEC filings
AMAX vs FTBI: how much do they overlap?
Adaptive Hedged Multi-Asset Income ETF and First Trust Balanced Income ETF
vs
Shared holdings
Company
AMAX
FTBI
I
IGLDFT VEST GOLD STRATEGY TARGET
6.37%
5.20%
Only in AMAX
F
FIGXXFIDELITY INV MMKT GOVT-I
28.65%
T
TLTISHARES 20+ YEAR TREASURY BD
17.78%
?
—RH Hedged Multi-Asse
14.51%
S
SPYSS SPDR S&P 500 ETF TRUST-US
11.21%
M
MSTRSTRATEGY INC
6.71%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
5.40%
G
GDXVANECK GOLD MINERS ETF
4.24%
G
GOOYYIELDMAX GOOGL OPTION INCOME
1.12%
A
APLYYIELDMAX AAPL OPTION INCOME
0.88%
N
NVDYYIELDMAX NVDA OPTION INC ETF
0.74%
A
AMZYYIELDMAX AMAZN OPTION INCOME
0.72%
M
MSFOYIELDMAX MSFT OPTION IS ETF
0.67%
F
FBYYIELDMAX META OPTION YIELD
0.57%
C
CWALT 2006-28CB A15CWALT 2006-28CB A15
0.25%
A
AHM 2004-1 4M1AHM 2004-1 4M1
0.13%
C
CWALT 2005-J11 4A1CWALT 2005-J11 4A1
0.03%
Only in FTBI
F
FTHIFTHI/FIRST TRUST EXCHANGE-TR
19.76%
F
FTQIFIRST TRUST NASDAQ BUYWRITE
9.78%
T
TDVIFT VEST TECHNOLOGY DIVIDEND
9.76%
F
FTCBFT CORE INVESTMENT GRADE ETF
7.08%
F
FIXDFIRST TRUST SMITH OPPORTUNIS
7.04%
S
SDVDFT VEST SMID RISING DIVIDEND
6.83%
K
KNGFT VEST S&P 500 DVD ARST TRG
6.73%
R
RDVIFT VEST RISING DIVIDEND ACHI
6.58%
F
FSIGFT LTD DURATION INV GRADE
4.42%
F
FIIGFT INTERMED DUR IG CORP ETF
4.39%
L
LMBSFIRST TRUST LOW DURATION OPP
4.16%
M
MGOVFT INTERMED GOVT OPPT ETF
4.14%
L
LGOVFIRST TR LONG DURATION O-ETF
4.13%
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AMAX vs AGOXAdaptive Alpha Opportunities ETF
34% overlap
FTBI vs HISFFirst Trust High Income Strategic Focus ETF
31% overlap
FTBI vs ATCAXAnchor Risk Managed Income Strategies Fund
15% overlap
AMAX vs ATEAXAnchor Risk Managed Equity Strategies Fund
11% overlap
AMAX vs FTAGXWESTWOOD BROADMARK TACTICAL GROWTH FUND
9% overlap
AMAX vs APSHXPinnacle Multi-Strategy Core Fund
9% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.