First Trust Smith Unconstrained Bond ETF (UCON) — ETF Analysis on Winston

Key Facts

• Issuer: First Trust
• Category: Fixed Income
• Asset Class: Core Investment Grade Bond
• Price: $24.79
• Expense Ratio: 86.00%
• Assets Under Management: $3.3B
• Number of Holdings: 1004
• Inception Date: 2018-06-04
• Currency: USD

Winston Score

First Trust Smith Unconstrained Bond ETF has a Winston Score of 70 out of 100.

Performance

• 1-Year Return: 1.01%
• 3-Year Return: 1.80%
• 5-Year Return: -6.31%

Top Holdings

U.S. Treasury Note, 4%, due 05/31/2028 (N/A%), U.S. Treasury Bond, 4.75%, due 02/15/2056 (N/A%), U.S. Treasury Bond, 4.625%, due 11/15/2045 (N/A%), U.S. Treasury Note, 4.375%, due 05/15/2036 (N/A%), U.S. Treasury Note, 3.875%, due 04/30/2031 (N/A%)

Sector Breakdown

Utilities (N/A%)