Perryman Financial Advisory Inc. AD Takes Position in First Trust Senior Loan ETF $FTSL

Posted by Doug Wharley on Jun 15th, 2026

Perryman Financial Advisory Inc. AD bought a new position in shares of First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 18,579 shares of the company’s stock, valued at approximately $852,000.

Several other large investors have also made changes to their positions in FTSL. Triumph Capital Management bought a new position in First Trust Senior Loan ETF in the third quarter valued at about $26,000. Smartleaf Asset Management LLC bought a new stake in First Trust Senior Loan ETF during the 4th quarter worth about $30,000. TD Private Client Wealth LLC acquired a new position in First Trust Senior Loan ETF during the 4th quarter valued at about $48,000. Pinnacle Bancorp Inc. lifted its position in First Trust Senior Loan ETF by 233.3% during the 4th quarter. Pinnacle Bancorp Inc. now owns 1,090 shares of the company’s stock valued at $50,000 after purchasing an additional 763 shares during the period. Finally, Montag A & Associates Inc. bought a new position in shares of First Trust Senior Loan ETF in the 3rd quarter valued at about $95,000.

First Trust Senior Loan ETF Stock Performance

Shares of NASDAQ:FTSL opened at $44.92 on Monday. First Trust Senior Loan ETF has a one year low of $44.37 and a one year high of $46.19. The company has a 50 day moving average of $45.03 and a 200-day moving average of $45.33.

First Trust Senior Loan ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Friday, May 29th. Shareholders of record on Thursday, May 21st were paid a $0.235 dividend. The ex-dividend date of this dividend was Thursday, May 21st. This represents a c) dividend on an annualized basis and a yield of 6.3%.

First Trust Senior Loan ETF Company Profile

(Free Report)

The First Trust Senior Loan Fund (FTSL) is an exchange-traded fund that is based on the S&P\u002FLSTA U.S. Leveraged Loan 100 index. The fund holds senior floating rate bank loans from firms around the globe. The actively managed fund can hold up to 20% of assets in non-senior loans, including high-yield bonds and equities. FTSL was launched on May 1, 2013 and is managed by First Trust.