First Trust Preferred Etf Profile
| FPE Etf | USD 18.32 0.01 0.05% |
PerformanceGood
| Odds Of DistressLow
|
First Trust is trading at 18.32 as of the 30th of January 2026, a 0.05 percent increase since the beginning of the trading day. The etf's lowest day price was 18.28. First Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 1st of November 2025 and ending today, the 30th of January 2026. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in preferred securities and income-producing debt securities . Preferred Securities is traded on NYSEARCA Exchange in the United States. More on First Trust Preferred
Moving together with First Etf
| 0.95 | PFF | iShares Preferred | PairCorr |
| 0.93 | PFFD | Global X Preferred | PairCorr |
| 0.94 | VRP | Invesco Variable Rate | PairCorr |
Moving against First Etf
First Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Fuchs Petrolub SE |
| Business Concentration | Preferred Stock ETFs, Strategy ETFs, Preferred Stock, First Trust (View all Sectors) |
| Issuer | First Trust |
| Inception Date | 2013-02-11 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 6.46 Billion |
| Average Trading Volume | 2.06 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Preferred Stock |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Brown Brothers Harriman & Co. |
| Advisor | First Trust Advisors L.P. |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | First Trust Portfolios L.P. |
| Portfolio Manager | Scott Fleming, Robert Wolf, Eric Weaver, Angelo Graci |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 254 |
| Market Maker | Jane Street |
| Total Expense | 0.85 |
| Management Fee | 0.84 |
| Country Name | USA |
| Returns Y T D | 0.92 |
| Name | First Trust Preferred Securities and Income ETF |
| Currency Code | USD |
| Open Figi | BBG0043NRZ00 |
| In Threey Volatility | 8.92 |
| 1y Volatility | 3.36 |
| 200 Day M A | 17.9939 |
| 50 Day M A | 18.2612 |
| Code | FPE |
| Updated At | 29th of January 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.46 |
First Trust Preferred [FPE] is traded in USA and was established 2013-02-11. The fund is classified under Preferred Stock category within First Trust family. The entity is thematically classified as Preferred Stock ETFs. First Trust Preferred currently have 6.21 B in assets under management (AUM). , while the total return for the last 3 years was 7.0%.
Check First Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Trust Preferred Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
First Trust Top Holders
| FDIV | MarketDesk Focused Dividend | Etf | Multisector Bond |
First Trust Preferred Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.1268 | |||
| Semi Deviation | 0.065 | |||
| Standard Deviation | 0.1696 | |||
| Variance | 0.0288 |
First Trust Preferred Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. First Trust Preferred Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns.
First Trust Against Markets
First Etf Analysis Notes
First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Brown Brothers Harriman & Co.. The fund has 254 constituents with avarage daily trading value of 2.1 M. The fund charges 0.84 percent management fee with a total expences of 0.85 percent of total asset. The fund retains about 13.65% of assets under management (AUM) in fixed income securities. First Trust Preferred last dividend was 0.0875 per share. Under normal market conditions, the fund invests at least 80 percent of its net assets in preferred securities and income-producing debt securities . Preferred Securities is traded on NYSEARCA Exchange in the United States. To learn more about First Trust Preferred call the company at NA.First Trust Preferred Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. First Trust's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding First Trust Preferred or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| Latest headline from news.google.com: Trading Systems Reacting to Volatility - Stock Traders Daily | |
| The fund retains about 13.65% of its assets under management (AUM) in fixed income securities |
First Trust Thematic Classifications
In addition to having First Trust etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Preferred Stock ETFsUSA ETFs from Preferred Stock clasification | |
| Strategy ETFsUSA ETFs from Strategy clasification |
Management Efficiency
First Trust's management efficiency ratios could be used to measure how well First Trust manages its routine affairs as well as how well it operates its assets and liabilities.Effective leadership at First Trust drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Returns 3 Y 7.04 | Returns 5 Y 3.62 | Returns 1 Y 9.51 | Total Assets 6.5 B | Yield 5.81 |
Top First Trust Preferred Etf Constituents
| AHL-PE | Aspen Insurance Holdings | Preferred Stock | |
| ESGRP | Enstar Group | Preferred Stock | |
| ATHS | Athene Holding Ltd | Stock | |
| WFC-PL | Wells Fargo | Preferred Stock | |
| DTK | DTE Energy | Stock |
Institutional Etf Holders for First Trust
Have you ever been surprised when a price of an equity instrument such as First Trust is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading First Trust Preferred backward and forwards among themselves. First Trust's institutional investor refers to the entity that pools money to purchase First Trust's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| FDIV | MarketDesk Focused Dividend | Etf | Multisector Bond |
First Trust Outstanding Bonds
First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust Preferred uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust Preferred has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| US337358BH79 Corp BondUS337358BH79 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
First Trust Predictive Daily Indicators
First Trust intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of First Trust etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
First Trust Forecast Models
First Trust's time-series forecasting models are one of many First Trust's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary First Trust's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Preferred. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of First Trust Preferred 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. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. 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. Meanwhile, First Trust's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.