First Trust Multi-Strategy FundFTMIX
Type
Mutual fund
Peer group
Alternative
Net assets
$1.3B
Expense ratio
1.66%
1-year return
+6.0%
3 years, a year
+6.7%
5 years, a year
+4.1%
Holdings
707
What it aims to do.
The primary investment objective of the First Trust Multi -Strategy Fund (the Fund) is to seek long -term capital appreciation by pursuing positive absolute returns across market cycles. In pursuing its objective, the Fund seeks to generate attractive long -term returns with low sensitivity to traditional equity and fixed -income indices.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Spx 06/30/26 C6000 06/26 6000.0 Cal / | 16.45% |
| Spx 03/31/26 C6000 03/26 6000.0 Cal / | 13.16% |
| Spx 03/31/26 P7000 03/26 7000.0 Put / | 11.74% |
| Spx 06/30/26 P7000 06/26 7000.0 Put / | 11.63% |
| Umb Money Market II Special / | 5.93% |
| Chart Industries Inc | 1.41% |
| Hologic Inc | 1.07% |
| Sealed Air Corp | 1.05% |
| Masimo Corp | 0.90% |
| Electronic Arts Inc | 0.86% |
More on FTMIX.
- FTMIX overview
- FTMIX holdings
- FTMIX risk
- FTMIX costs
- FTMIX money in and out
- FTMIX share classes
- Compare FTMIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.