FTSL

First Trust$44.94+0.04 (+0.08%)
AUM $2.43BER 0.70%NAV $44.90Holdings 217

Price Chart

Key Statistics

Previous Close

$44.90

Day Range

$44.89$45.01

52-Week Range

$44.51$46.12

Avg Volume

307.1K

Dividend Yield

6.61%

Expense Ratio

0.70%

AUM

$2.43B

Shares Outstanding

51.4M

ETF Grades

?

Sector Breakdown

SectorWeight %
Basic Materials100.00%

Country Allocation

CountryWeight %
Other86.50%
United States12.32%
Canada0.60%
Bermuda0.38%
United Kingdom0.15%
Ireland0.06%

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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XLBState Street Materials Select Sector SPDR ETF$8.45B
COPXGlobal X - Copper Miners ETF$8.43B

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 $2.43B 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 14.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1US Dollar3.61%87,460,359$87.5M
2DISCOVERY HOLDINGS INC WBD TL B 1L USD1.84%44,504,892$44.6M
3WHATABRANDS LLC WHABRA TL B 1L USD1.41%34,000,000$34.1M
4IRB HOLDING CORP ARGIHC TL B 1L USD1.36%32,918,239$33.1M
5TRANSDIGM INC TDG TL K 1L USD1.19%28,716,070$28.8M
6QUIKRETE HOLDINGS INC QUIKHO TL B 1L USD1.12%26,938,727$27.0M
7POST HOLDINGS INC 6.25%, due 02/15/20321.08%26,001,000$26.1M
8CLARIOS GLOBAL LP POWSOL TL B 1L USD1.06%25,522,899$25.7M
91011778 BC ULC BCULC TL B5 1L USD1.03%24,867,430$24.9M
10MAVIS TIRE EXPRESS SERVI EOCGRO TL B 1L USD0.92%22,375,908$22.4M
11ABG INTERMEDIATE HLDGS 2 AUTBRA TL B1 1L USD0.89%21,509,069$21.6M
12OPAL US LLC OPALBD TL B 1L USD0.88%21,216,644$21.4M
13GARDA WORLD SECURITY GWCN TL B 1L USD0.88%21,190,029$21.2M
14CREATIVE PLANNING INC CTEPNG TL B 1L USD0.78%18,968,068$19.0M
15SCIH SALT HOLDINGS INC MORTON TL B 1L USD0.78%19,000,000$19.0M
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
+0.08%
1W
-0.04%
1M
-0.08%
3M
-0.07%
6M
-0.16%
YTD
-2.24%
1Y
-2.39%
3Y
-2.30%
5Y
-6.29%

Moving Averages

20-Day MA

$44.90

Above 20-Day MA
50-Day MA

$44.87

Above 50-Day MA
200-Day MA

$45.19

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$46.12

Current Price

$44.94

52-Week Low

$44.51

$44.51$46.12

Current Yield

6.61%

Annual Dividend

$0.9150

Frequency

12x/year

Last Ex-Date

Aug 21, 2026

Dividend History

Ex-DateAmountPay Date
Aug 21, 2026$0.2250Aug 31, 2026
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

Dividend Payments Over Time

Category Comparison

MetricFTSLBasic Materials(116 ETFs)Floating Rate(59 ETFs)
Fund Info
Expense Ratio0.70%0.62%0.49%
AUM$2.43B$1.43B$2.27B
Dividend Yield6.61%3.50%7.30%
Avg Volume307.1K599.8K650.0K
Holdings217109426
Performance
1-Month Return-0.04%+1.04%-0.63%
6-Month Return-0.16%-1.60%-0.99%
YTD Return-2.03%+10.13%-1.29%
1-Year Return+13.21%-1.42%

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