First Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETFFirst Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETFFirst Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETF

First Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETF

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Key stats


Assets under management (AUM)
‪123.58 M‬USD
Fund flows (1Y)
‪110.44 M‬USD
Dividend yield (indicated)
5.21%
Discount/Premium to NAV
0.3%

About First Trust Exchange-Traded Fund IV First Trust Core Investment Grade ETF


Issuer
AJM Ventures LLC
Brand
First Trust
Expense ratio
0.55%
Inception date
Nov 7, 2023
Index tracked
No Underlying Index
Management style
Active
FTCB broadly invests in fixed income securities of various maturities rated as investment grade. The broad portfolio may comprise of corporate and government securities from around the world, including TIPS, asset-backed securities, and CLOs. Investments could also include securities by non-US corporations and governments, including issuers tied to emerging markets. Using quantitative and qualitative methods, the fund reviews macroeconomic and sector-specific risks and opportunities. It aims to maximize long-term total return through a relative value approach in which a securitys risk-versus-reward characteristics are assessed against other securities. Along with its value orientation, the fund utilizes an active approach to duration, yield curve, sector and security-specific risk. As an actively managed ETF, the fund manager has full discretion to make buy, hold, or sell decisions at any time. The fund may invest in derivatives that open investors to counterparty risk.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Investment grade
Niche
Broad maturities
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
Securitized
Corporate
Government
Bonds, Cash & Other100.00%
Securitized56.56%
Corporate25.43%
Government13.07%
Cash4.58%
Mutual fund0.29%
Structured0.07%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.