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First Trust Enhanced Short Maturity ETF FTSM

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.

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.

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Portfolio Holdings FTSM

  • 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%

1.49 95.2 Mil
Government

United States Treasury Notes 3.875%

1.18 75.3 Mil
Government

United States Treasury Notes 4.625%

1.03 65.8 Mil
Government

Autonation Inc. 0% Cp 07/19/2024

1.02 65.0 Mil
Cash and Equivalents

TARGA RES CORP 0%

1.02 65.0 Mil
Cash and Equivalents

FMC Corp. 0%

0.78 50.1 Mil
Cash and Equivalents

Marathon Oil Corporation 0%

0.75 48.2 Mil
Cash and Equivalents

T-Mobile US TR 2022-1 4.91%

0.75 47.9 Mil
Securitized

Federal Home Loan Mortgage Corp. 3.171%

0.66 42.1 Mil
Securitized

Jm Smucker Co 0%, Due 07/19/2024

0.63 40.0 Mil