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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BONDS & CASH | First Trust | Nicholasx |
|---|---|---|
| Funds in the category | 25 | 2 |
| Made money (W–L) | 13–12 | 1–0 |
| Win % | 52% | 100% |
| Money made | $337M | $4M |
| Typical return | +0.2% | +3.1% |
| Launches · 2026 | 0 | 1 |
| Assets | $34.8B | $134M |
| Fee per $100 | $0.55 | $0.90 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| FTSM | First Trust Enhanced Short Maturity ETF | $6.8B | +3.3% ✓ |
| LMBS | First Trust Low Duration Opportunities ETF | $6.6B | +1.9% ✓ |
| UCON | First Trust Smith Unconstrained Bond ETF | $3.1B | −0.7% ✕ |
| FIXD | First Trust Smith Opportunistic Fixed Income ETF | $2.8B | −1.8% ✕ |
| FTCB | First Trust Core Investment Grade ETF | $2.8B | −1.0% ✕ |
| FTSL | First Trust Senior Loan Fund | $2.5B | +2.8% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.