A seasoned group of portfolio managers draw on the expertise of a growing analyst cohort to manage First Trust Enhanced Short Maturity, although turnover has been a problem in the recent past.
First Trust Enhanced Short Maturity ETF FTSM
Morningstar’s Analysis FTSM
Will FTSM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 5.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 0.125% | 1.47 | 95.0 Mil | Government |
United States Treasury Notes 3.875% | 1.16 | 75.1 Mil | Government |
United States Treasury Notes 4.625% | 1.02 | 65.7 Mil | Government |
TARGA RES CORP 0% | 0.78 | 50.6 Mil | Cash and Equivalents |
Global Payments Inc | 0.77 | 50.0 Mil | — |
Autonation Inc. 0% Cp 05/31/2024 | 0.77 | 50.0 Mil | Cash and Equivalents |
Energy Transfer LP 0% | 0.77 | 50.0 Mil | Cash and Equivalents |
FMC Corp. 0% | 0.77 | 50.0 Mil | Cash and Equivalents |
T-Mobile US TR 2022-1 4.91% | 0.74 | 47.7 Mil | Securitized |
Federal Home Loan Mortgage Corp. 3.171% | 0.66 | 42.8 Mil | Securitized |