FTSL

First Trust Senior Loan FundFirst Trust
$44.91-0.09 (-0.19%)Close
AUM$2.21B
Expense Ratio0.70%
NAV$45.08
Holdings217
InceptionMay 1, 2013

Price Chart

Key Statistics

Previous Close

$44.99

Day Range

$44.89$44.99

52-Week Range

$44.54$46.18

Avg Volume

432.4K

Dividend Yield

6.61%

Expense Ratio

0.70%

AUM

$2.21B

Shares Outstanding

49.4M

Sector Breakdown

SectorWeight %
Basic Materials100.00%

Country Allocation

CountryWeight %
Other90.03%
United States8.48%
Canada1.06%
United Kingdom0.17%
Ireland0.15%
Netherlands0.11%

Fund Information

Subcategory
Floating Rate
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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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 $2.21B 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 19.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1$USDUS Dollar6.20%0$136.6M
2LX255863WHATABRANDS LLC WHABRA TL B 1L USD1.99%0$43.9M
3LX202290ATHENAHEALTH GROUP INC ATHENA TL B 1L USD1.85%0$40.9M
4LX275065IRB HOLDING CORP ARGIHC TL B 1L USD1.67%0$36.7M
5LX277612HYPERION REFINANCE SARL HYPINS TL B 1L USD1.55%0$34.3M
6LX235238WHITE CAP BUYER LLC WHTCAP TL B 1L USD1.34%0$29.6M
7LX263572PROOFPOINT INC PFPT TL B 1L USD1.29%0$28.5M
8LX249774TAMKO BUILDING PRODUCTS INC TAMBUI TL B 1L USD1.29%0$28.4M
9LX269850TRANSDIGM INC TDG TL K 1L USD1.29%0$28.4M
10LX228418QUIKRETE HOLDINGS INC QUIKHO TL B 1L USD1.23%0$27.1M
11LX264377ACRISURE LLC ACRISU TL B 1L USD1.22%0$26.8M
12POST HOLDINGS INC 6.25%, due 02/15/20321.21%0$26.7M
13LX267384FILTRATION GROUP CORP FILGRO TL B 1L USD1.14%0$25.1M
14LX2352011011778 BC ULC BCULC TL B5 1L USD1.13%0$25.0M
15LX269822BALDWIN INSURANCE GROUP BWIN TL B 1L USD1.13%0$25.0M
Page 1 of 5

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.19%
1W
-0.09%
1M
-0.92%
3M
-1.90%
6M
-2.47%
YTD
-2.28%
1Y
-2.09%
3Y
+0.11%
5Y
-6.51%

Moving Averages

20-Day MA

$45.02

Below 20-Day MA
50-Day MA

$45.49

Below 50-Day MA
200-Day MA

$45.79

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$46.18

Current Price

$44.91

52-Week Low

$44.54

$44.54$46.18

Current Yield

6.61%

Annual Dividend

$0.9600

Frequency

12x/year

Last Ex-Date

Feb 20, 2026

Dividend History

Ex-DateAmountPay Date
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
Nov 21, 2024$0.2800Nov 29, 2024
Oct 22, 2024$0.2900Oct 31, 2024
Sep 26, 2024$0.2900Sep 30, 2024
Aug 21, 2024$0.2900Aug 30, 2024
Jul 23, 2024$0.2875Jul 31, 2024

Dividend Payments Over Time

Category Comparison

MetricFTSLBasic Materials(119 ETFs)Floating Rate(47 ETFs)
Fund Info
Expense Ratio0.70%0.63%0.45%
AUM$2.21B$3.38B$1.48B
Dividend Yield6.61%2.24%5.55%
Avg Volume432.4K2.0M1.7M
Holdings21768219
Performance
1-Month Return-0.94%-2.07%-0.90%
6-Month Return-2.17%+32.43%-1.57%
YTD Return-1.94%+12.62%-0.91%
1-Year Return-2.09%+75.55%-0.89%

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