# Portfolio overlap — FDHCX vs INEAX Comparing **First Trust Short Duration High Income Fund** (2026-04-30) and **Columbia High Yield Bond Fund** (2026-02-28). - Shared positions: 99 - First Trust Short Duration High Income Fund covered by Columbia High Yield Bond Fund: 0.1806177648328707637313673066 - Columbia High Yield Bond Fund covered by First Trust Short Duration High Income Fund: 0.1806177648328707637313673067 ## First Trust Short Duration High Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MSILF Treasury Portfolio, Class Institutional | 0.059783 | | | ATHENA TL B 1L USD | 0.017297 | | | OneDigital Health and Benefits Second-lien Term Loan 525 2032-06-02 | 0.015510 | | | WHTCAP TL B 1L USD | 0.013288 | | | DISH Network Corp | 0.012628 | ✓ | | CORPBOND | 0.012587 | | | TIHLLC 7 1/8 06/01/31 | 0.012054 | ✓ | | WHATABURGER TERM B 1LN 08/03/2028 | 0.011304 | | | OPELLA TERM B 1LN 04/23/2032 | 0.011144 | | | CHTR 7 02/01/33 144A | 0.010406 | ✓ | | Fair Isaac Corp. | 0.010233 | ✓ | | EchoStar Corp | 0.010209 | ✓ | | Garda World Security Corporation, Term Loan B | 0.010104 | | | ARDONAGH FINCO LTD REGD 144A P/P 7.75000000 | 0.009984 | ✓ | | Cloud Software Group Inc | 0.009728 | ✓ | | MOLINA HEALTHCARE INC SR UNSECURED 144A 01/33 6.25 | 0.009372 | | | QXO BUILDING PRODUCTS SR SECURED 144A 04/32 6.75 | 0.009349 | ✓ | | RCM 6.875 11/15/31 144A | 0.009090 | | | Venture Global Plaquemines LNG, LLC | 0.009048 | ✓ | | Mavis Tire Express Services TopCo, L.P., First Lien Term Loan | 0.008258 | | | PRXL TL B 1L USD | 0.008022 | | | Alliant Holdings Intermediate, LLC/Alliant Holdings Co-Issuer, Inc. | 0.008005 | ✓ | | TK Elevator US Newco Inc2025 USD Term Loan B | 0.007701 | | | SFR TERM B14 1LN 5/31/2031 | 0.007559 | | | SMYRNA READY MIX CONCRET REGD 144A P/P 8.87500000 | 0.007329 | | | NWL 8.5 06/01/28 144A | 0.007315 | ✓ | | Performance Food Group Inc | 0.007314 | | | SURGERY CENTER HOLDINGS REGD 144A P/P 7.25000000 | 0.007274 | ✓ | | Rocket Cos., Inc. | 0.007255 | ✓ | | TLN 6.5 02/01/36 144A | 0.007225 | ✓ | | LEIA FINCO US LLC | 0.007212 | | | MCFE TL B1 1L USD | 0.007165 | | | ALPHA GENERATION LLC REGD 144A P/P 6.25000000 | 0.007006 | ✓ | | WAND NEWCO 3 INC SR SECURED 144A 01/32 7.625 | 0.006742 | | | T/L THE EDELMAN FINANCIAL ENGINES CENTER LLC REGD 0.00000000 | 0.006598 | | | Phoenix Aviation Capital, LLC | 0.006463 | | | PFSI 6.75 02/15/34 144A | 0.006149 | | | T/L AMERICAN AIRLINES INC ZCP TERM LOAN 0.00000000 | 0.006134 | | | POST HOLDINGS INC SR SECURED 144A 02/32 6.25 | 0.006053 | ✓ | | POST HOLDINGS INC REGD 144A P/P 6.37500000 | 0.006042 | ✓ | | EquipmentShare.com Inc | 0.005904 | | | Brink's Co. (The) | 0.005887 | | | STANDARD INDUSTR INC/NJ SR UNSECURED 144A 08/32 6.5 | 0.005850 | ✓ | | BUILDERS FIRSTSOURCE INC REGD 144A P/P 6.37500000 | 0.005749 | | | VIKING OCEAN CRUISES SHI SR SECURED 144A 02/29 5.625 | 0.005705 | | | Highline Aftermarket Acquisition LLC, Term Loan B | 0.005670 | | | Ensemble RCM LLC | 0.005649 | | | TransDigm, Inc. | 0.005619 | ✓ | | SNAP INC REGD 144A P/P 6.87500000 | 0.005590 | ✓ | | TRUIST INSURANCE TERM 2LN 05/06/2032 | 0.005564 | | ## Columbia High Yield Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | COLUMBIA SHORT TERM CASH FUND | 0.033194 | | | COLUMBIA US HIGH YIELD ETF | 0.017668 | | | SV RNO Property Owner 1 LLC | 0.006563 | ✓ | | Cloud Software Group Inc | 0.006268 | ✓ | | XPLR INFRASTRUCTURE LP REGD 144A P/P CONVERTIBLE 2.50000000 | 0.005847 | | | McAfee Corp | 0.005772 | | | ARDONAGH GRP. FIN. 8.875% | 0.005754 | ✓ | | ZF North America Capital Inc 6.88 04/23/2032 | 0.005747 | | | SFRFP 6.5 04/15/32 144A | 0.005653 | | | Watco Cos LLC / Watco Finance Corp | 0.005453 | | | DISH Network Corp | 0.005403 | ✓ | | Venture Global Plaquemines LNG, LLC | 0.005382 | ✓ | | HUB International Ltd. | 0.005264 | ✓ | | WR GRACE HOLDINGS LLC SR UNSECURED 144A 08/29 5.625 | 0.005093 | | | HRI 7.25 06/15/33 144A | 0.004894 | ✓ | | Clarivate Science Holdings Corp. | 0.004775 | ✓ | | TransDigm, Inc. | 0.004773 | | | EchoStar Corp | 0.004755 | ✓ | | SKX 10 07/15/33 144a | 0.004751 | ✓ | | Six Flags Operations Inc. | 0.004678 | ✓ | | WR GRACE HOLDINGS LLC SR SECURED 144A 08/32 6.625 | 0.004669 | | | ZIGGO 5 01/15/32 144a | 0.004636 | | | SCIENTIFIC GAMES HOLDINGS LP/SCIENTIFIC GAMES US FINCO INC 6.625% 03/01/2030 144A | 0.004613 | ✓ | | ARDAGH METAL PACKAGING SR UNSECURED 144A 09/29 4 | 0.004558 | | | 1261229 BC Ltd | 0.004539 | | | APLD COMPUTECO LLC SR SECURED 144A 12/30 9.25 | 0.004520 | | | STYRO 9.625 03/15/29 144A | 0.004442 | | | SUN V7.875 PERP 144A | 0.004423 | | | THC 5 1/2 11/15/32 | 0.004411 | ✓ | | SM Energy Company | 0.004374 | | | Provident Funding Associates L.P./ PFG Finance Corp. | 0.004365 | | | TransDigm, Inc. | 0.004349 | ✓ | | CHTR 4.75 03/01/30 144A | 0.004333 | | | ARCHES BUYER INC SR UNSECURED 144A 12/28 6.125 | 0.004290 | | | DKL 8.625 03/15/29 144A | 0.004275 | | | ARDONAGH FINCO LTD REGD 144A P/P 7.75000000 | 0.004214 | ✓ | | Delek Logistics Partners L.P./ Delek Logistics Finance Corp. | 0.004134 | | | WASTE PRO USA INC SR UNSECURED 144A 02/33 7 | 0.004063 | ✓ | | GRIFOLS SA REGD 144A P/P 4.75000000 | 0.003987 | | | Venture Global LNG, Inc. | 0.003969 | | | EMRLD Borrower L.P./ Emerald Co-Issuer Inc. | 0.003960 | | | CORPBOND | 0.003955 | | | GGAM FIN. LTD 5.875% | 0.003931 | | | ENTG 5.95 06/15/30 144A | 0.003919 | | | QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.375 | 0.003840 | | | SURGERY CENTER HOLDINGS REGD 144A P/P 7.25000000 | 0.003816 | ✓ | | Caesars Entertainment Inc | 0.003807 | | | FRTITA 6.75 01/15/30 144A | 0.003777 | ✓ | | NCR Atleos Corp | 0.003758 | | | SYNH 9 10/01/30 144A | 0.003752 | ✓ | ## Sources - N-PORT (fund A) — accession `0000940400-26-024918` (as of 2026-04-30) - N-PORT (fund B) — accession `0001410368-26-040914` (as of 2026-02-28) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. 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