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First Trust Enhanced Short Maturity ETF FTSM

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTSM

Will FTSM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unexciting.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

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.

by Saraja Samant
Rated on Published on

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Portfolio Holdings FTSM

More FTSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.125%

1.48 95.0 Mil
Government

United States Treasury Notes 3.875%

1.17 75.2 Mil
Government

United States Treasury Notes 4.625%

1.03 65.7 Mil
Government

AutoNation, Inc. 0%

0.78 50.0 Mil
Cash and Equivalents

Energy Transfer LP 0%

0.78 50.0 Mil
Cash and Equivalents

FMC Corp. 0%

0.78 50.0 Mil
Cash and Equivalents

TARGA RES CORP 0%

0.78 50.0 Mil
Cash and Equivalents

T-Mobile US TR 2022-1 4.91%

0.75 47.8 Mil
Securitized

Global Payments Inc

0.72 45.8 Mil
Cash and Equivalents

Federal Home Loan Mortgage Corp. 3.171%

0.67 42.8 Mil
Securitized