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First Trust High Income Long/Short Fund  as of 09/25/2018

NYSE / FSD Asset Class:  High Yield Fds Leveraged 1 YR Lipper Avg:  3.99%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return -- 4.55% -4.80% -4.67%
Lipper Pct. Rank -- 67 95 92
NAV Return -- 4.74% 1.19% 0.07%
Lipper Pct. Rank -- 81 82 87
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-- -11.137% -8.800%

NAV $17.02 Market Price $14.80
Net Change -$0.02 Market Change $0.01
Premium/Discount -13.04%
1 YR NAV Return 1.190%
1 YR NAV Rank 82
12-Mo Yield as of 8/31/2018 Yield Def
Income Only Yield 5.76%
Distribution Yield (Market) 9.53%
Most Recent Income Dividend $0.105
Ex-Div Date 8/1/2018
Most Recent Cap Gain Dividend --
Ex-Div Date --
Dividend Frequency Monthly
YTD Dividends $0.886
YTD Capital Gains --
Inception Date 9/27/2010
Fund Advisor First Trust Advisors LP
Manager & Tenure Roberts since 2010
Cohen since 2010
Kimble since 2010
Phone 800-621-1675
Website www.ftportfolios.com
Total Net Assets (mil) as of 8/31/2018 $602.1
% Leveraged Assets as of 10/31/2017 20.10%
Portfolio Turnover 39.00%
Mgmt Fees 1.054%
Expense Ratio 1.860%
Fund Objective
The Fund seeks to provide current income. The Fund invests in a diversified portfolio of U.S. and foreign (including emerging markets) high-yield corporate fixed-income securities of varying maturities that are rated below-investment grade at the time of purchase.
Total Net Assets by Category (as of 6/30/2018)
Corporate Notes/Bonds 76.71%
Foreign Long-Term Debt 17.57%
Preferred Stock 4.93%
Portfolio Other 0.40%
Other Mortgage 0.32%
Asset Backed 0.07%
Quality (as of 6/30/2018)
BB 43.02%
B 21.61%
Foreign Currencies 17.57%
Other 5.33%
AAA 2.20%
A 2.19%
AA 2.19%
BBB 2.19%
CC 0.93%
CCC 0.93%



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