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.
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 15.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley Instl Lqudty Trs Instl | 9.09 | 212.8 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 | 34.9 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 |