FPEI

First Trust Institutional Preferred Securities and Income ETF
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  • Overview
  • Efficiency
  • Tradability
  • Fit

FPEI Fund Description

The First Trust Institutional Preferred Securities and Income ETF is actively managed that seeks to provide current income and total return by investing in institutional preferred and income-producing debt securities.

FPEI Factset Analytics Insight

FPEI’s growth strategy is driven by the individual stock selection of Merlin Asset Management. Using a multivariate approach, Merlin screens companies based on a number of fundamental equity characteristics, including historical and expected rates of earnings growth. Companies with potential above average expected growth in earnings over a three-five year outlook are then considered further. Merlin looks to identify stocks that have above average return on equity, sustainable earnings growth outpacing that of the broader market, and trade at an attractive price to expected earnings growth. The expense ratio seems high but investors are paying for the expertise of stock selection.

FPEI MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 24, 2018 the First Trust Institutional Preferred Securities and Income ETF MSCI ESG Fund Quality Score is 4.79 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. FPEI ranks in the 29th percentile within its peer group and in the 25th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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FPEI Top 10 Countries

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FPEI Top 10 Sectors

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FPEI Top 10 Holdings View All

FPEI Summary Data

First Trust
08/22/17
Open-Ended Fund
0.85%
$83.59M
$625.41K
0.19%

FPEI Portfolio Data

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05/22/18
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FPEI Index Data

No Underlying Index
Proprietary
Proprietary
N/A

Related ETFs to FPEI

PREF
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

FPEI Portfolio Management

0.85%
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FPEI Tax Exposures

20.00% / 39.60%
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N/A
No

FPEI Fund Structure

Open-Ended Fund
No
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100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

FPEI Factset Analytics Block Liquidity

As of 05/25/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of FPEI. FPEI is rated a N/A out of 5.

FPEI Tradability

32,062
$625.41K
25,369
$495.70K
0.19%
$0.04
0.16%
0.66% / -0.38%
None
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50,000
0.51
0.05%
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$19.21
N/A

FPEI Performance Statistics

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FPEI MSCI ESG Ratings

4.79 / 10
28.80
24.79
7.30%
0.63%
419.29

FPEI Maturity Distribution

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FPEI Credit Breakdown

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