First Trust Senior Etf Performance
| FTSL Etf | USD 45.95 0.01 0.02% |
The etf shows a Beta (market volatility) of 0.0685, which means not very significant fluctuations relative to the market. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Senior are ranked lower than 40 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, First Trust is not utilizing all of its potentials. The newest stock price mess, may contribute to short-term losses for the institutional investors. ...more
1 | RFG Advisory LLC Buys 14,119 Shares of First Trust Senior Loan ETF | 06/03/2025 |
2 | Iams Wealth Management LLC Takes 209,000 Position in First Trust Senior Loan ETF | 06/05/2025 |
3 | First Trust Senior Loan ETF Shares Acquired by Integrated Advisors Network LLC | 06/12/2025 |
4 | First Trust Senior Loan ETF Position Boosted by Koshinski Asset Management Inc. | 07/02/2025 |
5 | First Trust Senior Loan ETF Shares Bought by Moloney Securities Asset Management LLC | 07/09/2025 |
6 | ShoreHaven Wealth Partners LLC Sells 3,514 Shares of First Trust Senior Loan ETF | 07/25/2025 |
| In Threey Sharp Ratio | 1.23 |
First Trust Relative Risk vs. Return Landscape
If you would invest 4,482 in First Trust Senior on April 28, 2025 and sell it today you would earn a total of 113.00 from holding First Trust Senior or generate 2.52% return on investment over 90 days. First Trust Senior is currently generating 0.0396% in daily expected returns and assumes 0.0775% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than First, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
First Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as First Trust Senior, and traders can use it to determine the average amount a First Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.5108
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| FTSL |
Based on monthly moving average First Trust is performing at about 40% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Trust by adding it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Total Asset | 3.01 B | |||
About First Trust Performance
By examining First Trust's fundamental ratios, stakeholders can obtain critical insights into First Trust's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that First Trust is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Under normal market conditions, the fund seeks to outperform each of the primary index and secondary index by investing at least 80 percent of its net assets in first lien senior floating rate bank loans. Senior Loan is traded on NASDAQ Exchange in the United States.| First is showing solid risk-adjusted performance over 90 days | |
| Latest headline from thelincolnianonline.com: ShoreHaven Wealth Partners LLC Sells 3,514 Shares of First Trust Senior Loan ETF | |
| The fund retains about 10.68% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Senior. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of First Trust Senior is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.