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Upturn AI SWOT - About
First Trust Enhanced Short Maturity ETF (FTSM)
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Upturn Advisory Summary
09/15/2025: 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 2.06% | Avg. Invested days 103 | 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 09/15/2025 |
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) is an actively managed fund that seeks to provide current income while maintaining liquidity and 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 innovative and diverse ETF offerings.
Management Expertise
First Trust has a seasoned team of investment professionals with expertise in fixed income markets.
Investment Objective
Goal
To provide current income while maintaining liquidity and preserving capital.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, selecting securities based on fundamental analysis and relative value considerations.
Composition The ETF primarily holds investment-grade short-term fixed income securities, including corporate bonds, government securities, and other debt instruments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 645900000
Competitors
Key Competitors
- MINT
- NEAR
- GSY
Competitive Landscape
The short-term bond ETF market is competitive, with several large players. FTSM distinguishes itself through its active management and focus on enhanced income. Competitors may have lower expense ratios or different risk profiles.
Financial Performance
Historical Performance: Historical performance data is unavailable in this format.
Benchmark Comparison: Performance comparison to benchmark is unavailable.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume of FTSM indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and credit spreads influence the performance of FTSM.
Growth Trajectory
Growth is dependent on investor demand for short-term income strategies and active management.
Moat and Competitive Advantages
Competitive Edge
FTSM benefits from First Trust's established brand and distribution network. Its active management approach allows for flexibility in responding to market conditions. The focus on enhanced income appeals to investors seeking higher yields than traditional money market funds. However, active management introduces the risk of underperformance compared to passively managed alternatives. The ETF's investment-grade focus helps mitigate credit risk.
Risk Analysis
Volatility
FTSM exhibits low volatility due to its focus on short-term, investment-grade securities.
Market Risk
The primary market risk is interest rate risk, as rising interest rates can negatively impact bond prices. Credit risk is mitigated by the fund's focus on investment-grade securities.
Investor Profile
Ideal Investor Profile
FTSM is suitable for risk-averse investors seeking current income and capital preservation.
Market Risk
FTSM is suitable for long-term investors, but also can be used for active traders looking to take short-term position in fixed income.
Summary
FTSM is an actively managed short-term bond ETF that seeks to provide current income and preserve capital. It invests in investment-grade securities and has a low volatility profile. The ETF is suitable for risk-averse investors seeking a stable income stream. Its active management distinguishes it from passive competitors but also introduces some risk. Investors should consider the ETF's expense ratio and potential for underperformance relative to benchmarks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- FactSet
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share information was unavailable. Investors should consult with a financial advisor before making any investment decisions. 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.