FTSL

First Trust$44.73+0.07 (+0.15%)
AUM $2.32BER 0.70%NAV $44.69Holdings 217

Price Chart

Key Statistics

Previous Close

$44.66

Day Range

$44.60$44.74

52-Week Range

$44.51$46.12

Avg Volume

234.9K

Dividend Yield

6.61%

Expense Ratio

0.70%

AUM

$2.32B

Shares Outstanding

51.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Basic Materials100.00%

Country Allocation

CountryWeight %
Other86.71%
United States11.94%
Canada0.65%
Bermuda0.40%
United Kingdom0.16%
Ireland0.14%

Fund Information

Inception Date
May 1, 2013
Exchange
NASDAQ
Description
The First Trust Senior Loan Fund is an actively managed exchange-traded fund. The fund's primary investment objective is to provide high current income by investing primarily in a diversified portfolio of first lien senior floating-rate bank loans ("Senior Loans"). The fund's secondary investment objective is the preservation of capital. Under normal market conditions, the fund will invest in at least 80% of its net assets in Senior Loans that are made predominantly to businesses operating in North America and may also invest up to 20% of its net assets in non-Senior Loan debt securities, warrants, equity securities and securities of other investment companies.

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VCRBVanguard Core Bond ETF$7.30B
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$7.22B

The First Trust Senior Loan Fund (FTSL) is an exchange-traded fund issued by First Trust that launched on May 1, 2013. It currently manages $2.32B in assets under management. The fund charges an expense ratio of 0.70%. The fund holds 217 securities in its portfolio. It falls under the Basic Materials category.

Top 10 holdings represent 16.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1$USDUS Dollar3.67%0$85.0M
2LX255863WHATABRANDS LLC WHABRA TL B 1L USD2.09%0$48.4M
3LX291101DISCOVERY HOLDINGS INC WBD TL B 1L USD1.69%0$39.1M
4LX275065IRB HOLDING CORP ARGIHC TL B 1L USD1.38%0$31.9M
5LX235238WHITE CAP BUYER LLC WHTCAP TL B 1L USD1.30%0$30.2M
6LX202290ATHENAHEALTH GROUP INC ATHENA TL B 1L USD1.26%0$29.1M
7LX269850TRANSDIGM INC TDG TL K 1L USD1.24%0$28.8M
8LX228418QUIKRETE HOLDINGS INC QUIKHO TL B 1L USD1.17%0$27.0M
9POST HOLDINGS INC 6.25%, due 02/15/20321.13%0$26.1M
10LX2352011011778 BC ULC BCULC TL B5 1L USD1.07%0$24.9M
11LX277612HYPERION REFINANCE SARL HYPINS TL B 1L USD1.07%0$24.7M
12LX257807MAVIS TIRE EXPRESS SERVI EOCGRO TL B 1L USD0.97%0$22.4M
13LX256002ABG INTERMEDIATE HLDGS 2 AUTBRA TL B1 1L USD0.93%0$21.6M
14LX282317GARDA WORLD SECURITY GWCN TL B 1L USD0.92%0$21.3M
15LX291042OPAL US LLC OPALBD TL B 1L USD0.92%0$21.3M
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
+0.15%
1W
-0.47%
1M
+0.08%
3M
-0.73%
6M
-2.06%
YTD
-2.70%
1Y
-2.63%
3Y
-1.61%
5Y
-6.42%

Moving Averages

20-Day MA

$44.83

Below 20-Day MA
50-Day MA

$44.92

Below 50-Day MA
200-Day MA

$45.35

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$46.12

Current Price

$44.73

52-Week Low

$44.51

$44.51$46.12

Current Yield

6.61%

Annual Dividend

$0.9250

Frequency

12x/year

Last Ex-Date

Jul 21, 2026

Dividend History

Ex-DateAmountPay Date
Jul 21, 2026$0.2250Jul 31, 2026
Jun 25, 2026$0.2300Jun 30, 2026
May 21, 2026$0.2350May 29, 2026
Apr 21, 2026$0.2350Apr 30, 2026
Mar 26, 2026$0.2350Mar 31, 2026
Feb 20, 2026$0.2400Feb 27, 2026
Jan 21, 2026$0.2400Jan 30, 2026
Dec 12, 2025$0.2400Dec 31, 2025
Nov 21, 2025$0.2400Nov 28, 2025
Oct 21, 2025$0.2450Oct 31, 2025
Sep 25, 2025$0.2450Sep 30, 2025
Aug 21, 2025$0.2450Aug 29, 2025
Jul 22, 2025$0.2525Jul 31, 2025
Jun 26, 2025$0.2525Jun 30, 2025
May 21, 2025$0.2575May 30, 2025
Apr 22, 2025$0.2575Apr 30, 2025
Mar 27, 2025$0.2600Mar 31, 2025
Feb 21, 2025$0.2625Feb 28, 2025
Jan 22, 2025$0.2675Jan 31, 2025
Dec 13, 2024$0.2750Dec 31, 2024

Dividend Payments Over Time

Category Comparison

MetricFTSLBasic Materials(103 ETFs)Floating Rate(59 ETFs)
Fund Info
Expense Ratio0.70%0.62%0.49%
AUM$2.32B$1.21B$2.18B
Dividend Yield6.61%3.56%7.30%
Avg Volume234.9K548.2K548.6K
Holdings217103424
Performance
1-Month Return+0.09%-1.74%-0.54%
6-Month Return-0.36%-6.69%-0.27%
YTD Return-2.48%-0.44%-1.11%
1-Year Return-2.46%+10.48%-1.15%

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