An experienced team has effectively managed First Trust Long Duration’s aggressive approach, but risks remain.
First Trust Long Duration Opportunities ETF LGOV
Morningstar’s Analysis LGOV
Will LGOV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
5 Year Treasury Note Future Dec 26 | 28.21 | 167M | Government |
Ultra US Treasury Bond Future Dec 26 | 17.35 | 103M | Government |
10 Year Treasury Note Future Dec 26 | 9.94 | 59M | Government |
Federal National Mortgage Association 5.5% | 3.23 | 19M | Securitized |
Federal National Mortgage Association 2.5% | 3.18 | 19M | Securitized |
Government National Mortgage Association 2% | 2.98 | 18M | Securitized |
FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3% | 2.68 | 16M | Securitized |
Government National Mortgage Association 6.5% | 2.55 | 15M | Securitized |
Federal Home Loan Mortgage Corp. 3% | 2.09 | 12M | Securitized |
United States Treasury Bonds 1.375% | 2.03 | 12M | Government |