Fund comparison · from official SEC filings

FTBI vs LALT: how much do they overlap?

First Trust Balanced Income ETF and First Trust Multi-Strategy Alternative ETF
Holdings overlap
4%
of assets, by weight
Shared positions
1
of 14 / 8 holdings
FTBI expense ratio
0.97%
net, per year
LALT expense ratio
1.18%
net, per year
Shared holdings
Company
FTBI
LALT
L
LMBSFIRST TRUST LOW DURATION OPP
4.16%
10.33%
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%
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%
M
MGOVFT INTERMED GOVT OPPT ETF
4.14%
L
LGOVFIRST TR LONG DURATION O-ETF
4.13%
Only in LALT
F
FMFFIRST TRUST MANAGED FUTURES
21.60%
F
FAARFIRST TRUST ALT ABS RET ETF
21.22%
F
FTLSFIRST TRUST LONG/SHORT EQTY
20.83%
F
FTGCFIRST TRUST GLOBAL TACTICAL
7.98%
I
IEFISHARES 7-10 YEAR TREASURY B
7.31%
F
FLSPFRANKLIN SYSTEMATIC STYLE PR
6.90%
I
IAUISHARES GOLD TRUST
3.83%
Hold FTBI and LALT together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.