Fund comparison · from official SEC filings
ATCAX vs FTBI: how much do they overlap?
Anchor Risk Managed Income Strategies Fund and First Trust Balanced Income ETF
vs
Shared holdings
Company
ATCAX
FTBI
F
FTHIFTHI/FIRST TRUST EXCHANGE-TR
7.30%
19.76%
F
FTQIFIRST TRUST NASDAQ BUYWRITE
7.42%
9.78%
Only in ATCAX
J
JEPQJPM NASDAQ EQUITY PREMIUM
20.70%
Q
QYLDGLOBAL X NASD 100 COV CALL
14.02%
P
PDIPIMCO DYNAMIC INCOME FUND
9.54%
P
PDOPIMCO DYNAMIC INCOME OPPORT
8.09%
Q
QQQYDEFIANCE NASDAQ 100 WEEKLY D
6.20%
W
WDTEDEFIANCE S&P 500 WEEKLY DIST
5.69%
B
BSTZBLACKROCK SCI & TECH TRM TR
4.87%
F
FGXXXFIRST AM GOVT OBLIG-X
4.71%
B
BSTBLACKROCK SCIENCE & TECH TR
4.08%
X
XAWFXALLIANCEBERNSTEIN GL HI INC
3.78%
Q
QQQHNEOS NDQ-100 HG EQ INC ETF
3.59%
Only in FTBI
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%
I
IGLDFT VEST GOLD STRATEGY TARGET
5.20%
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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Unwrap your portfolio →Other comparisons you might like
FTBI vs HISFFirst Trust High Income Strategic Focus ETF
31% overlap
FTBI vs LDSFFirst Trust Low Duration Strategic Focus ETF
9% overlap
ATCAX vs PCEFInvesco CEF Income Composite ETF
8% overlap
ATCAX vs ACEFXABSOLUTE CEF OPPORTUNITIES
5% overlap
FTBI vs AMAXAdaptive Hedged Multi-Asset Income ETF
5% overlap
ATCAX vs AAMAXAbsolute Capital Asset Allocator Fund
5% 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.