FPE First Trust Preferred Securities & Income ETF
What is FPE?
FPE is an actively managed fund that attempts to generate income by investing globally in preferred equities and income producing debt across the market cap spectrum.
FPE Factset Analytics Insight
FPE invests in preferred stocks issued by US firms including foreign non-USD issues. The Fund may include issues from the financial, communications, consumer, government, utilities, energy, materials, industrial and technology sectors but may concentrate at least 25% to the financial sector. Securities are selected by combining a bottom-up individual security analysis and top-down sector analysis focusing on three significant areas: credit fundamentals, relative value, and technical factors like interest rate sensitivity, call features, maturities, and pricing inefficiencies. The fund carries a fair amount of interest rate risk due to its long average duration. FPE may also invest in REITs and up to 40% of the portfolio can be allocated in high-yielding bonds.
FPE Summary Data
Fund Flows
FPE Portfolio Management
FPE Tax Exposures
FPE Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FPE. FPE is rated a N/A out of 5.
FPE Tradability
FPE Sector/Industry Breakdown
Benchmark
FPE Top 10 Holdings
FPE Performance Statistics
FPE Avg Life Maturity Distribution
FPE OAS Breakdown
FPE Holdings Statistics
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.