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Todayâs macro landscape has entered a particularly volatile phase, with geopolitical pressures and swift policy shifts creating uncertainty and a challenging investing environment.
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Money market funds have seen a seemingly relentless rise in assets under management in the past five or six years. Click to read.
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Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
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WHEATON, Ill., December 26, 2024--First Trust Advisors L.P. ("FTA") announces the declaration of the Monthly distribution for First Trust Enhanced Short Maturity ETF, a series of First Trust Exchange-Traded Fund IV.
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Retail money funds are reported at a new high. The last 30mos, from June 2022, while retail money funds soared more than 100%, T-Bill rates have also risen from the 1% range to more than 5%.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VGSH | 79.92% | $22.31B | 0.03% | |
UTWO | 79.22% | $376.63M | 0.15% | |
BSV | 77.63% | $34.53B | 0.03% | |
SHY | 77.36% | $22.80B | 0.15% | |
ISTB | 76.54% | $4.26B | 0.06% | |
SCHO | 75.90% | $10.92B | 0.03% | |
IEI | 75.58% | $15.48B | 0.15% | |
VCSH | 75.57% | $34.48B | 0.03% | |
IGSB | 75.27% | $22.05B | 0.04% | |
SUSB | 74.81% | $976.85M | 0.12% | |
IBTJ | 74.74% | $632.18M | 0.07% | |
SPSB | 74.72% | $8.19B | 0.04% | |
BSCR | 74.64% | $3.19B | 0.1% | |
IBTH | 74.51% | $1.51B | 0.07% | |
GVI | 74.45% | $3.35B | 0.2% | |
IBDS | 74.06% | $2.96B | 0.1% | |
VGIT | 74.02% | $30.86B | 0.03% | |
IBTI | 74.02% | $984.82M | 0.07% | |
SCHR | 73.94% | $10.40B | 0.03% | |
SPTS | 73.87% | $5.99B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -41.29% | $328.64M | 0.77% | |
USDU | -38.83% | $213.62M | 0.5% | |
CLOZ | -24.80% | $835.08M | 0.5% | |
DBMF | -23.92% | $1.22B | 0.85% | |
DXJ | -23.86% | $3.57B | 0.48% | |
FLJH | -23.38% | $89.63M | 0.09% | |
CTA | -22.19% | $943.11M | 0.76% | |
DBJP | -22.03% | $402.10M | 0.45% | |
HEWJ | -19.97% | $374.18M | 0.5% | |
RSPA | -19.69% | $293.87M | 0% | |
THTA | -19.24% | $52.28M | 0.49% | |
JBBB | -18.52% | $1.72B | 0.49% | |
IGBH | -18.38% | $106.11M | 0.14% | |
PXE | -17.22% | $86.99M | 0.63% | |
QQA | -17.12% | $176.36M | 0% | |
JETS | -16.99% | $793.16M | 0.6% | |
HYZD | -16.80% | $181.03M | 0.43% | |
IEO | -16.74% | $563.77M | 0.4% | |
FXN | -16.62% | $333.06M | 0.62% | |
XOP | -16.43% | $2.31B | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HQY | -29.11% | $7.52B | +6.53% | 0.00% |
OEC | -26.20% | $733.10M | -44.98% | 0.64% |
LPLA | -24.42% | $25.13B | +27.51% | 0.37% |
AMPY | -24.13% | $156.90M | -41.15% | 0.00% |
BRY | -22.52% | $244.77M | -60.62% | 11.11% |
MTDR | -22.17% | $6.32B | -24.35% | 1.90% |
XPRO | -22.09% | $1.18B | -49.42% | 0.00% |
LNC | -22.00% | $6.08B | +11.74% | 5.14% |
FCNCA | -21.72% | $24.83B | +12.24% | 0.40% |
WFRD | -21.64% | $3.87B | -53.99% | 1.44% |
PRU | -21.64% | $38.96B | -6.24% | 4.80% |
SM | -21.54% | $3.37B | -41.02% | 2.59% |
PR | -21.47% | $9.68B | -22.14% | 4.10% |
VNOM | -21.10% | $5.80B | +15.89% | 4.88% |
SANM | -20.58% | $4.16B | +23.27% | 0.00% |
UNM | -20.35% | $14.14B | +49.09% | 2.05% |
IBKR | -20.25% | $17.94B | +47.45% | 0.62% |
OVV | -19.36% | $10.99B | -18.65% | 2.86% |
YOU | -19.26% | $2.57B | +26.15% | 1.74% |
VTLE | -19.19% | $821.90M | -58.96% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
XSMO | <0.01% | $1.41B | 0.39% | |
AIQ | 0.01% | $2.99B | 0.68% | |
ILCG | 0.01% | $2.25B | 0.04% | |
IJT | -0.01% | $5.89B | 0.18% | |
JMOM | 0.02% | $1.31B | 0.12% | |
JGRO | -0.03% | $4.92B | 0.44% | |
EETH | 0.03% | $45.78M | 0.95% | |
MDYG | 0.03% | $2.57B | 0.15% | |
VOT | 0.04% | $15.12B | 0.07% | |
IGM | -0.04% | $5.36B | 0.41% | |
IWP | 0.05% | $16.99B | 0.23% | |
CNYA | -0.07% | $221.36M | 0.6% | |
SEIX | 0.09% | $332.52M | 0.57% | |
FV | -0.10% | $3.57B | 0.9% | |
FNDX | 0.12% | $17.36B | 0.25% | |
EWC | -0.13% | $2.55B | 0.5% | |
FMAT | -0.14% | $523.53M | 0.084% | |
CPNJ | -0.15% | $29.82M | 0.69% | |
XLY | -0.15% | $20.50B | 0.09% | |
SCHG | 0.15% | $35.74B | 0.04% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMT | 35.54% | $100.77B | +9.09% | 2.99% |
RYN | 32.65% | $4.34B | -16.28% | 4.05% |
UWMC | 32.49% | $887.83M | -22.59% | 7.25% |
HLN | 31.72% | $46.26B | +20.61% | 0.51% |
SBAC | 31.25% | $23.34B | +0.06% | 1.86% |
RKT | 30.69% | $1.92B | -5.37% | 0.00% |
AWK | 30.69% | $28.51B | +19.66% | 2.06% |
PSA | 29.40% | $51.64B | +1.49% | 4.05% |
CUBE | 29.04% | $9.58B | -6.99% | 4.83% |
O | 28.79% | $50.47B | +4.64% | 5.51% |
WY | 28.50% | $21.30B | -18.24% | 2.76% |
NSA | 28.12% | $2.96B | -1.15% | 5.85% |
FCPT | 27.89% | $2.86B | +16.80% | 3.70% |
WTRG | 27.79% | $10.83B | +6.05% | 3.24% |
FTS | 27.67% | $22.62B | +14.65% | 3.82% |
ARR | 27.49% | $1.36B | -13.76% | 17.23% |
NNN | 27.15% | $7.91B | -1.52% | 5.44% |
CCI | 26.79% | $45.11B | -2.11% | 6.00% |
EFX | 26.39% | $29.99B | -10.16% | 0.65% |
AWR | 26.19% | $2.96B | +7.54% | 2.34% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SPNT | -<0.01% | $2.77B | +34.23% | 0.00% |
NNVC | -<0.01% | $18.93M | +4.31% | 0.00% |
ORN | -0.01% | $208.20M | -34.88% | 0.00% |
GOOS | -0.01% | $835.21M | -31.68% | 0.00% |
ORCL | -0.01% | $395.03B | +12.15% | 1.15% |
NOC | -0.01% | $74.14B | +7.01% | 1.60% |
BELFB | -0.01% | $907.97M | +23.03% | 0.38% |
KEYS | 0.01% | $25.98B | -3.87% | 0.00% |
AGYS | 0.01% | $2.04B | -13.23% | 0.00% |
LOB | 0.02% | $1.21B | -35.99% | 0.46% |
GLOB | 0.02% | $5.22B | -41.32% | 0.00% |
ETON | 0.02% | $349.16M | +247.20% | 0.00% |
FUBO | 0.03% | $990.28M | +83.54% | 0.00% |
S | 0.03% | $6.22B | -19.18% | 0.00% |
HIMX | 0.04% | $1.32B | +40.93% | 3.96% |
HUN | 0.04% | $2.75B | -39.22% | 6.38% |
DRVN | 0.05% | $2.93B | +13.11% | 0.00% |
MOFG | 0.05% | $618.64M | +26.79% | 3.33% |
LAKE | -0.05% | $192.44M | +10.71% | 0.60% |
MOV | 0.05% | $381.52M | -38.31% | 8.20% |
FTSM - Traded Fund III First Trust Enhanced Short Maturity ETF contains 388 holdings. The top holdings include
Name | Weight |
---|---|
- | 1.07% |
- | 1.07% |
- | 0.83% |
- | 0.82% |
- | 0.82% |
- | 0.74% |
- | 0.68% |
- | 0.66% |
- | 0.65% |
- | 0.64% |
- | 0.58% |
- | 0.57% |
- | 0.57% |
- | 0.56% |
- | 0.55% |
- | 0.55% |
- | 0.54% |
5 5BZXPY7NT Crown Castle Inc. 4.45% | 0.54% |
- | 0.54% |
5 5CTRWR8NT Canadian Natural Resources Limited 2.05% | 0.54% |
- | 0.53% |
- | 0.52% |
- | 0.51% |
- | 0.51% |
- | 0.49% |
- | 0.49% |
- | 0.49% |
- | 0.49% |
- | 0.49% |
- | 0.49% |
Sector | Weight |
---|---|