Recent team changes and an undistinguished approach make First Trust Enhanced Maturity an unappealing option.
First Trust Enhanced Short Maturity ETF FTSM
Morningstar’s Analysis FTSM
Will FTSM outperform in the 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 4.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Autonation Inc. 0% Cp 07/09/2026 | 1.00 | 65M | Cash and Equivalents |
Targa Resources Corp 0726 | 0.92 | 60M | Cash and Equivalents |
Huntington Ingalls Industries Inc 0726 | 0.64 | 42M | Cash and Equivalents |
Quanta Services Inc 0726 | 0.64 | 42M | Cash and Equivalents |
Energy Transfer LP 0% | 0.61 | 40M | Cash and Equivalents |
Huntington National Bank Maryland 4.871% | 0.54 | 35M | Corporate |
T-Mobile USA, Inc. 3.75% | 0.53 | 35M | Corporate |
Haleon US Capital LLC. 3.375% | 0.53 | 35M | Corporate |
Indigo Merger Sub Inc 2.875% | 0.52 | 34M | Cash and Equivalents |
Kinder Morgan, Inc. 1.75% | 0.51 | 33M | Corporate |