An experienced team runs First Trust Senior Loan ETF’s relatively defensive process, but more evidence is needed to see any long-term benefits over the competition.
First Trust Senior Loan ETF FTSL
Morningstar’s Analysis FTSL
Will FTSL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley Instl Lqudty Trs Instl | 5.07 | 114.5 Mil | Cash and Equivalents |
Irb Holding Corp Argihc Tl 12/15/27 | 1.72 | 38.8 Mil | Corporate |
Athenahealth Inc Athena Tl 01/27/29 | 1.62 | 36.6 Mil | Corporate |
Medline Borrower Lp Medind Tl 10/21/28 | 1.62 | 36.5 Mil | Corporate |
Camelot Us Acquisition Llc Ccc Tl 01/31/31 | 1.54 | 34.7 Mil | Corporate |
Assuredpartners Inc. 02/14/31 | 1.54 | 34.7 Mil | Corporate |
1011778 Bc Ulc Bculc Tl B5 1l Usd 09/23/30 | 1.51 | 34.2 Mil | Corporate |
Graham Packaging/Gpc Cap Grmpac Tl B 1l 08/04/27 | 1.41 | 31.9 Mil | Corporate |
Amwins Group Inc Amwins Tl 02/17/28 | 1.39 | 31.4 Mil | Corporate |
Dun & Bradstreet 01/18/29 | 1.31 | 29.7 Mil | Corporate |