FTBI Overview

Introduction of First Trust Balanced Income ETF: First Trust has launched the Balanced Income ETF (FTBI), which utilizes an active management and fund-of-funds strategy to generate diversified income, aiming to replicate the income pattern of the Bloomberg Moderate Allocation Income Focus Index with a 0.97% expense ratio.

Investment Strategy Overview: FTBI allocates 60% to equity-linked ETFs using various income-oriented strategies, 35% to fixed-income investments including government and corporate bonds, and 5% to commodity-linked ETFs, primarily focusing on gold, thereby providing a balanced approach to income generation across multiple asset classes.