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First Trust Core Investment Grade ETF FTCB

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTCB

Will FTCB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTCB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTCB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTCB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in First Trust Core Investment Grade ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTCB

More FTCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Sept 24

11.49 2.2 Mil
Government

2 Year Treasury Note Future Sept 24

7.57 1.4 Mil
Government

5 Year Treasury Note Future Sept 24

6.72 1.3 Mil
Government

United States Treasury Notes 4.625%

4.49 844,638
Government

United States Treasury Bonds 3%

3.13 588,734
Government

Federal National Mortgage Association 3.5%

2.97 557,997
Securitized

Morgan Stanley Instl Lqudty Trs Instl

2.96 556,511
Cash and Equivalents

Federal Home Loan Mortgage Corp. 3.5%

2.56 482,311
Securitized

OBX 2021-NQM4 1.957%

2.56 481,649
Securitized

Federal Home Loan Mortgage Corp. 3.5%

2.48 466,135
Securitized