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Upturn AI SWOT - About
First Trust Low Duration Strategic Focus (LDSF)
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Upturn Advisory Summary
10/24/2025: LDSF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.99% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.48 | 52 Weeks Range 17.81 - 19.08 | Updated Date 06/30/2025 |
52 Weeks Range 17.81 - 19.08 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Low Duration Strategic Focus
ETF Overview
Overview
First Trust Low Duration Strategic Focus ETF (LDRI) seeks to provide current income while seeking to preserve capital. The fund primarily invests in investment-grade debt securities with short maturities.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation for innovation and offering specialized investment solutions.
Management Expertise
First Trust has a team of experienced investment professionals with expertise in fixed income and ETF management.
Investment Objective
Goal
To provide current income while seeking to preserve capital.
Investment Approach and Strategy
Strategy: The fund employs a strategic allocation approach, investing primarily in a diversified portfolio of investment-grade debt securities with low duration.
Composition The ETF holds a portfolio of short-maturity bonds, including corporate bonds, government bonds, and asset-backed securities.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 90586700
Competitors
Key Competitors
- MINT
- NEAR
- GSYB
- FLOT
- BSCI
Competitive Landscape
The low-duration ETF market is competitive, with several established players. LDRI differentiates itself through its strategic focus and security selection process. However, it faces competition from larger, more liquid ETFs with lower expense ratios.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume of LDRI is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread for LDRI is typically small, reflecting sufficient liquidity for trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads influence LDRI's performance.
Growth Trajectory
LDRI's growth trajectory depends on investor demand for low-duration fixed income products and its ability to generate competitive returns.
Moat and Competitive Advantages
Competitive Edge
LDRI's competitive edge lies in its active management and strategic focus on low-duration securities. The ETF aims to provide attractive risk-adjusted returns by carefully selecting securities and managing duration. The fund's focus on investment-grade bonds helps to mitigate credit risk. The strategic approach allows it to adapt to changing market conditions.
Risk Analysis
Volatility
LDRI's volatility is generally low due to its focus on short-duration, investment-grade securities.
Market Risk
Market risk is primarily related to interest rate changes and credit spreads. Rising interest rates can negatively impact bond prices, while widening credit spreads can affect the value of corporate bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking current income and capital preservation. This ETF is suitable for investors looking to manage interest rate risk in a rising rate environment.
Market Risk
LDRI is suitable for long-term investors seeking to reduce portfolio volatility and generate income.
Summary
First Trust Low Duration Strategic Focus ETF (LDRI) aims to provide current income and preserve capital by investing in short-duration, investment-grade debt. It is suitable for risk-averse investors seeking to manage interest rate risk. The ETF's strategic approach and active management differentiate it from passive index trackers. However, it faces competition from larger, more liquid ETFs and is exposed to interest rate and credit spread risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Low Duration Strategic Focus
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds (ETFs) that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust.
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