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Morningstar

First Trust Senior Loan ETF FTSL

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTSL

Will FTSL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTSL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTSL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTSL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Undistinguished bank-loan offering.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

First Trust Senior Loan ETF’s straightforward approach is led by an experienced group of managers but comes with modest analytical support and some recent turnover. It earns a Morningstar Medalist Rating of Neutral.

by Saraja Samant
Rated on Published on

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Portfolio Holdings FTSL

More FTSL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Trs Instl

9.46 221.5 Mil
Cash and Equivalents

Irb Holding Corp Argihc Tl 12/15/27

1.66 38.9 Mil
Corporate

Medline Borrower Lp Medind Tl 10/21/28

1.57 36.7 Mil
Corporate

Athenahealth Inc Athena Tl 01/27/29

1.57 36.7 Mil
Corporate

Assuredpartners Inc Asspar Tl B5 1l Usd 02/14/31

1.49 35.0 Mil
Corporate

Camelot Us Acquisition Llc Ccc Tl 01/31/31

1.49 34.9 Mil
Corporate

Graham Packaging/Gpc Cap Grmpac Tl 08/04/27

1.48 34.6 Mil
Corporate

1011778 Bc Ulc Bculc Tl 09/12/30

1.47 34.5 Mil
Corporate

Hub International Ltd Hbgcn Tl 06/20/30

1.47 34.4 Mil
Corporate

Alliant Holdings Intermedi Aliant Tl 11/06/30

1.47 34.3 Mil
Corporate