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Upturn AI SWOT - About
First Trust Low Duration Opportunities ETF (LMBS)
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Upturn Advisory Summary
04/01/2025: LMBS (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 8.64% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 481117 | Beta 0.39 | 52 Weeks Range 43.83 - 50.43 | Updated Date 04/2/2025 |
52 Weeks Range 43.83 - 50.43 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust Low Duration Opportunities ETF
ETF Overview
Overview
The First Trust Low Duration Opportunities ETF (LVIP) seeks current income and preservation of capital by investing primarily in investment-grade fixed income securities with short maturities.
Reputation and Reliability
First Trust is a well-established ETF issuer with a solid reputation for providing innovative investment solutions.
Management Expertise
First Trust Advisors L.P. has a dedicated team with expertise in fixed income investing.
Investment Objective
Goal
To seek current income and preservation of capital.
Investment Approach and Strategy
Strategy: The ETF invests primarily in investment-grade fixed income securities, focusing on short-term maturities.
Composition The ETF holds primarily bonds, including corporate bonds, government bonds, and asset-backed securities.
Market Position
Market Share: LVIP's market share is difficult to determine without access to proprietary market share data within its exact niche.
Total Net Assets (AUM): 58250000
Competitors
Key Competitors
- NEAR
- MINT
- GSY
Competitive Landscape
The short-term bond ETF market is competitive. LVIP's strengths include its focus on opportunities and investment-grade securities. Challenges include competing with larger ETFs that may have lower expense ratios or greater liquidity.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Refer to financial websites for specific performance data.
Benchmark Comparison: Performance should be compared against a relevant short-term bond index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
LVIP's trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically small, reflecting its generally liquid nature.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the performance of short-term bond ETFs like LVIP.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for short-duration fixed income and the fund's ability to generate competitive returns.
Moat and Competitive Advantages
Competitive Edge
LVIP offers a specific focus on low-duration opportunities within the fixed income market, potentially appealing to investors seeking to minimize interest rate risk. First Trust's expertise and active management strategy set it apart. This active management seeks to exploit opportunities for incremental return. However, that depends on the fund manageru2019s skill. The management seeks to navigate changing economic conditions.
Risk Analysis
Volatility
Short-term bond ETFs generally exhibit lower volatility compared to long-term bond or equity ETFs.
Market Risk
LVIP is subject to interest rate risk (though mitigated by short duration), credit risk (although focused on investment grade), and inflation risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking current income and capital preservation, and is concerned about interest rate risk.
Market Risk
This ETF is best for long-term investors or those seeking a stable, income-generating component in their portfolio.
Summary
First Trust Low Duration Opportunities ETF (LVIP) aims to provide current income and capital preservation through investment-grade, short-term fixed income securities. Managed by First Trust, the ETF seeks to offer a lower-risk fixed income option, suitable for risk-averse investors. Its focus on short-duration bonds makes it sensitive to interest rate changes and inflation. Its performance hinges on management expertise and market conditions, making its overall risk moderately low.
Similar Companies
GSY
Invesco Ultra Short Duration ETF
GSY
Invesco Ultra Short Duration ETF
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is subject to change.
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 Opportunities ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60% of its net assets (including investment borrowings) in mortgage-related debt securities and other mortgage-related instruments (collectively, Mortgage-Related Investments). The advisor normally expects to invest in Mortgage-Related Investments tied to residential and commercial mortgages.
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