Fund comparison · from official SEC filings
FTBI vs LDSF: how much do they overlap?
First Trust Balanced Income ETF and First Trust Low Duration Strategic Focus ETF
vs
Shared holdings
Company
FTBI
LDSF
L
LMBSFIRST TRUST LOW DURATION OPP
4.16%
37.82%
F
FSIGFT LTD DURATION INV GRADE
4.42%
34.81%
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
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 LDSF
H
HYLSFT TACTICAL HIGH YIELD ETF
12.04%
F
FTSLFIRST TRUST SENIOR LOAN ETF
6.48%
F
FEMBFIRST TRUST EMERGING MARKETS
3.06%
F
FTSMFIRST TRUST ENH SHORT MAT FD
2.98%
F
FPEIFIRST TRUST INSTITUTIONAL PR
2.52%
M
MISXXMSILF TREASURY PORT-INST
0.29%
Hold FTBI and LDSF together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
LDSF vs HISFFirst Trust High Income Strategic Focus ETF
33% overlap
FTBI vs HISFFirst Trust High Income Strategic Focus ETF
31% overlap
FTBI vs ATCAXAnchor Risk Managed Income Strategies Fund
15% overlap
LDSF vs BLUIBluemonte Diversified Income ETF
6% overlap
FTBI vs AMAXAdaptive Hedged Multi-Asset Income ETF
5% overlap
FTBI vs LALTFirst Trust Multi-Strategy Alternative ETF
4% 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.