First Trust Long Duration Opportunities ETF LGOV

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis LGOV

Will LGOV outperform in the future?

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

Higher returns come with higher risk.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

An experienced team has effectively managed First Trust Long Duration’s aggressive approach, but risks remain.

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Portfolio Holdings LGOV

  • 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

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