FCEF vs. LCR ETF Comparison
Comparison of First Trust CEF Income Opportunity ETF (FCEF) to Leuthold Core ETF (LCR)
FCEF
First Trust CEF Income Opportunity ETF
FCEF Description
The First Trust CEF Income Opportunity ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide current income with a secondary emphasis on total return. Under normal market conditions, the Fund will seek to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of closed-end investment companies that are listed and traded in the United States on registered exchanges.
Grade (RS Rating)
Last Trade
$22.21
Average Daily Volume
7,577
46
LCR
Leuthold Core ETF
LCR Description
The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.Grade (RS Rating)
Last Trade
$35.92
Average Daily Volume
19,643
9
Performance
Period | FCEF | LCR |
---|---|---|
30 Days | 1.18% | 2.09% |
60 Days | 1.54% | 1.87% |
90 Days | 3.96% | 2.67% |
12 Months | 25.41% | 16.02% |
0 Overlapping Holdings
Symbol | Grade | Weight in FCEF | Weight in LCR | Overlap |
---|
FCEF Overweight 46 Positions Relative to LCR
Symbol | Grade | Weight | |
---|---|---|---|
ETG | C | 4.02% | |
HTD | A | 3.33% | |
ETO | D | 3.3% | |
EVT | A | 3.25% | |
THQ | F | 3.22% | |
SOR | C | 3.19% | |
VRIG | A | 3.16% | |
ASGI | C | 3.16% | |
HQH | D | 3.14% | |
GDV | A | 2.95% | |
JPC | A | 2.55% | |
TY | A | 2.52% | |
JQC | A | 2.52% | |
UTF | B | 2.48% | |
RNP | C | 2.36% | |
BCAT | A | 2.28% | |
NPFD | A | 2.25% | |
BGB | A | 2.2% | |
PDO | C | 2.14% | |
CET | B | 2.02% | |
GAM | A | 2.02% | |
UTG | A | 1.87% | |
JFR | A | 1.63% | |
JRI | B | 1.52% | |
PEO | C | 1.44% | |
EVG | C | 1.44% | |
PDX | A | 1.39% | |
RA | B | 1.24% | |
AIO | A | 1.03% | |
NBB | D | 1.0% | |
QQQX | B | 1.0% | |
CII | B | 0.99% | |
KYN | A | 0.82% | |
WIW | D | 0.75% | |
HIO | B | 0.74% | |
BCX | C | 0.73% | |
BIT | D | 0.72% | |
BUI | C | 0.7% | |
TPZ | A | 0.56% | |
RMT | B | 0.52% | |
BTZ | C | 0.49% | |
HQL | F | 0.47% | |
JLS | C | 0.47% | |
BME | D | 0.45% | |
DPG | A | 0.41% | |
DLY | B | 0.23% |
FCEF: Top Represented Industries & Keywords
LCR: Top Represented Industries & Keywords