Fund comparison · from official SEC filings
FDHAX vs FTSL: how much do they overlap?
First Trust Short Duration High Income Fund and First Trust Senior Loan Fund
vs
Shared holdings
Company
FDHAX
FTSL
M
MISXXMSILF TREASURY PORT-INST
5.98%
9.10%
W
WHABRA L 08.03.28 8WHATABRANDS LLC
1.13%
1.94%
A
ATHENA L 02.15.29 7ATHENAHEALTH GROUP INC
1.73%
1.71%
D
DIGIIN L 07.02.32 1ONEDIGITAL BORROWER LLC
1.55%
1.22%
D
DISH 11.75 11.15.27 144ADISH NETWORK CORP
1.26%
0.45%
T
TIHLLC 7.125 06.01.31 144ACRC INSURANCE GROUP LLC
1.21%
0.45%
O
OPALBD L 04.23.32 5OPAL US LLC
1.11%
0.89%
P
POST 6.25 02.15.32 144APOST HOLDINGS INC
0.61%
1.11%
E
ECHO 10.75 11.30.29 .ECHOSTAR CORP
1.02%
0.38%
G
GWCN L 02.01.29 12GARDA WORLD SECURITY
1.01%
0.89%
T
TIBX 9 09.30.29 144ACLOUD SOFTWARE GRP LLC
0.97%
0.40%
B
BECN 6.75 04.30.32 144AQXO BUILDING PRODUCTS
0.93%
0.80%
P
PRXL L 12.12.31 6PAREXEL INTL CORP
0.80%
0.75%
?
—PROJECT ALPHA INTERMEDIATE HOLDING INC
0.16%
0.78%
S
SFRFP 5.625 07.15.32 REGSALTICE FRANCE SA
0.76%
0.71%
P
PFGC 5.625 03.01.34 144APERFORMANCE FOOD GROUP I
0.73%
0.19%
R
RKT 6.375 08.01.33 144AROCKET COS INC
0.73%
0.09%
T
TLN 6.5 02.01.36 144ATALEN ENERGY SUPPLY LLC
0.72%
0.20%
S
SYNH L 09.30.30 1STAR PARENT INC
0.53%
0.71%
A
ALPGEN 6.25 01.15.34 144AALPHA GENERATION LLC
0.70%
0.17%
P
PACDAC L 10.28.30 1PAC AVIATION INTERNATION
0.65%
0.49%
B
BLDR 6.375 03.01.34 144ABUILDERS FIRSTSOURCE INC
0.57%
0.10%
V
VIKCRU 5.625 02.15.29 144AVIKING OCEAN CRUISES SHI
0.57%
0.41%
E
ENSHLT L 02.09.33 9ENSEMBLE RCM LLC
0.56%
0.50%
?
—GRAHAM PACKAGING COMPANY INC
0.55%
0.47%
Only in FDHAX
W
WHTCAP L 10.29.29 5WHITE CAP SUPPLY HOLDING
1.33%
B
BWIN 7.125 05.15.31 144ABALDWIN INSUR GRP/FIN
1.26%
C
CHTR 7 02.01.33 144ACCO HLDGS LLC/CAP CORP
1.04%
F
FAIRIC 6 05.15.33 144AFAIR ISAAC CORP
1.02%
A
ARDGRP 7.75 02.15.31 144AARDONAGH FINCO LTD
1.00%
M
MOH 6.25 01.15.33 144AMOLINA HEALTHCARE INC
0.94%
R
RCM 6.875 11.15.31 144ARAVEN ACQUISITION HOLDIN
0.91%
V
VEGLPL 7.75 05.01.35 144AVENTURE GLOBAL PLAQUE
0.90%
E
EOCGRO L 05.04.28 8MAVIS TIRE EXPRESS SERVI
0.83%
A
ALIANT 6.75 10.15.27 144AALLIANT HOLD / CO-ISSUER
0.80%
T
THYELE L 04.30.30 15TK ELEVATOR US NEWCO INC
0.77%
S
SMYREA 8.875 11.15.31 144ASMYRNA READY MIX CONCRET
0.73%
N
NWL 8.5 06.01.28 144ANEWELL BRANDS INC
0.73%
S
SURCEN 7.25 04.15.32 144ASURGERY CENTER HOLDINGS
0.73%
D
DARKLN L 10.12.32 1ADARKTRACE FINCO US LLC
0.72%
M
MCFE L 03.01.29 7MCAFEE CORP
0.72%
C
CALCOL 7.625 01.30.32 144AWAND NEWCO 3 INC
0.67%
E
EDEFIN L 10.06.28 3EDELMAN FINANCIAL CENTER
0.66%
P
PFSI 6.75 02.15.34 144APENNYMAC FIN SVCS INC
0.61%
A
AAL L 01.29.27 5AMERICAN AIRLINES INC
0.61%
P
POST 6.375 03.01.33 144APOST HOLDINGS INC
0.60%
E
EQMSRM 8 03.15.33 144AEQUIPMENTSHARE.COM INC
0.59%
B
BCO 6.75 06.15.32 144ABRINK'S CO/THE
0.59%
B
BMCAUS 6.5 08.15.32 144ASTANDARD BUILDING SOLUTI
0.58%
D
DYKAUT L 02.19.30 7HIGHLINE AFTERMARKET ACQ
0.57%
Only in FTSL
A
ACRISU L 06.21.32 28ACRISURE LLC
1.80%
Q
QUIKHO L 04.14.31 14QUIKRETE HOLDINGS INC
1.55%
A
ARGIHC L 12.16.30 11IRB HOLDING CORP
1.52%
?
—White Cap Supply Holdings LLC(f/k/a White Cap Buyer LLC)
1.24%
T
TDG L 08.24.28 30TRANSDIGM INC
1.18%
T
TAMBUI L 09.20.30 4TAMKO BUILDING PRODUCTS INC
1.18%
P
PFPT L 08.31.28 5PROOFPOINT INC
1.18%
?
—Leia Finco US LLC
1.08%
P
POWSOL L 05.06.30 8CLARIOS GLOBAL LP
1.07%
H
HYPINS L 04.18.30 35HYPERION REFINANCE SARL
1.06%
?
—1011778 BC Unlimited Liability Company
1.04%
?
—Filtration Group Corporation
1.02%
?
—Mavis Tire Express Services Topco Corp
0.94%
?
—Edelman Financial Engines Center LLC (The)
0.92%
M
MORTON L 01.31.29 10SCIH SALT HOLDINGS INC
0.89%
?
—The Baldwin Insurance Group Holdings LLC
0.81%
?
—Camelot US Acquisition I Co
0.78%
T
THYELE L 04.30.30 13TK ELEVATOR MIDCO GMBH
0.77%
?
—Truist Insurance Holdings, LLC
0.76%
?
—Ardonagh Group Finco Pty Ltd
0.76%
?
—Project Ruby Ultimate Parent Corp
0.76%
P
PRMB L 03.31.31 5PRIMO BRANDS CORP
0.75%
?
—Cloud Software Group Inc
0.75%
?
—Raven Acquisition Holdings, LLC
0.73%
?
—ABG Intermediate Holdings 2 LLC
0.72%
Hold FDHAX and FTSL together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FDHAX vs HYLSFirst Trust Tactical High Yield ETF
60% overlap
FDHAX vs APECXColumbia High Yield Bond Fund
18% overlap
FDHAX vs AIOAXColumbia Income Opportunities Fund
17% overlap
FDHAX vs NJNKColumbia U.S. High Yield ETF
17% overlap
FDHAX vs JNKState Street(R) SPDR(R) Bloomberg High Yield Bond ETF
17% overlap
FDHAX vs PTBDPacer Trendpilot US Bond ETF
16% 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.