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First Trust Enhanced Short Maturity ETF (FTSM)
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Upturn Advisory Summary
12/04/2025: FTSM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.9% | Avg. Invested days 160 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.04 | 52 Weeks Range 57.14 - 60.07 | Updated Date 06/29/2025 |
52 Weeks Range 57.14 - 60.07 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Enhanced Short Maturity ETF
ETF Overview
Overview
The First Trust Enhanced Short Maturity ETF (FTSM) seeks to provide current income while preserving capital. It invests primarily in investment-grade short-term fixed income securities.
Reputation and Reliability
First Trust is a well-established ETF provider known for its diverse product offerings and generally reliable investment strategies.
Management Expertise
First Trust has a team of experienced investment professionals managing its fixed income ETFs.
Investment Objective
Goal
To provide current income while preserving capital.
Investment Approach and Strategy
Strategy: The ETF does not aim to track a specific index. It uses an active management strategy to invest in short-term, investment-grade fixed income securities.
Composition The ETF primarily holds investment-grade corporate bonds, government securities, and other short-term debt instruments.
Market Position
Market Share: FTSM's market share within the ultra-short bond ETF category is substantial, reflecting its popularity among investors seeking low-risk income.
Total Net Assets (AUM): 914937728
Competitors
Key Competitors
- MINT
- NEAR
- JPST
- GSHD
Competitive Landscape
The ultra-short bond ETF market is competitive, with several providers offering similar strategies. FTSM competes on its active management and potentially higher yield compared to purely passive strategies. However, active management also introduces the risk of underperformance relative to passive peers, and comes with higher management fees.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Data is not available at this time.
Benchmark Comparison: The ETF's performance is benchmarked against short-term fixed income indices to gauge its effectiveness.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
FTSM exhibits moderate liquidity, with average daily trading volume that facilitates relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread for FTSM is typically tight, reflecting its liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence FTSM's performance. Rising interest rates may negatively impact its net asset value, while widening credit spreads could affect the value of its holdings.
Growth Trajectory
FTSM's growth trajectory depends on investor demand for low-risk income-generating assets. Any changes to the investment strategy or holdings will be publicly disclosed in its prospectus and periodic reports.
Moat and Competitive Advantages
Competitive Edge
FTSM's competitive edge lies in its active management approach, which allows for tactical adjustments to its portfolio based on market conditions. The managers can adjust the portfolio duration and credit exposure to enhance returns. First Trust's brand name also contributes to investor confidence. However, active management may not always outperform passive strategies and comes at a higher cost.
Risk Analysis
Volatility
FTSM generally exhibits low volatility due to its focus on short-term, investment-grade securities.
Market Risk
FTSM is subject to interest rate risk, credit risk, and liquidity risk. Rising interest rates may reduce the value of its holdings, and credit downgrades or defaults could negatively impact its returns.
Investor Profile
Ideal Investor Profile
FTSM is suitable for risk-averse investors, retirees, and those seeking a stable source of income with minimal principal fluctuation.
Market Risk
FTSM is best suited for short-term investors or those seeking a safe haven for their cash.
Summary
First Trust Enhanced Short Maturity ETF (FTSM) is an actively managed ETF focused on providing current income while preserving capital. It primarily invests in short-term, investment-grade fixed income securities. Its active management approach aims to deliver potentially higher yields than passive strategies. However, investors should be aware of the associated management fees and the risk of underperformance. FTSM is a suitable option for risk-averse investors seeking stability and income.
Similar ETFs
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Enhanced Short Maturity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the Advisor intends to achieve its investment objective by investing at least 80% of its net assets in a portfolio of U.S. dollar-denominated fixed- and variable-rate debt securities. Normally the fund's portfolio is expected to have an average duration of less than one year and an average maturity of less than three years.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.