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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
First Trust Tactical High Yield ETF: holdings, performance and fees
1Y return+1.4%
3Y return+10.4%
5Y return+1.5%
OCF (ongoing charge)0.69%
Top 10 holdings
| Holding | Weight |
|---|---|
| ROCKET COS INC | 1.6% |
| 1011778 B.C. UNLIMITED LIABILITY COMPANY 4% BDS 15/10/30 USD2000144A | 1.5% |
| ONEDIGITAL BORR 06/12/32 | 1.4% |
| UNITED RENTALS (NORTH AMERICA), INC. 6% BDS 15/12/29 USD2000144A | 1.3% |
| QUIKRETE HOLDINGS INC | 1.1% |
| FAIR ISAACCORP | 1.1% |
| VIKING CRUISES LTD 5.625% BDS 15/02/29 USD1000 | 1.0% |
| CLOUD SOFTWARE GRP INC | 1.0% |
| BUILDERS FIRSTSOURCE INC | 1.0% |
| ECHOSTAR CORPORATION 10.75% BDS 30/11/29 USD1000 B | 1.0% |
Top countries
- USA89.0%
- Canada3.3%
- Bermuda1.9%
- Ireland1.3%
- UK1.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN