First Trust Preferred Fund Quote

FPEIX Fund  USD 20.62  0.01  0.05%   

Performance

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Odds Of Distress

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Low
First Trust is trading at 20.62 as of the 27th of January 2026; that is 0.05 percent increase since the beginning of the trading day. The fund's open price was 20.61. First Trust has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in preferred securities and other securities with similar economic characteristics. More on First Trust Preferred

Moving together with First Mutual Fund

  0.86FDHIX First Trust ShortPairCorr
  0.9FDHCX First Trust ShortPairCorr
  0.9FDHAX First Trust ShortPairCorr
  0.77VARBX Vivaldi Merger ArbitragePairCorr
  0.77VARAX Vivaldi Merger ArbitragePairCorr
  0.84FOVAX First Trust/confluencePairCorr

First Mutual Fund Highlights

Fund ConcentrationFirst Trust Funds, Large Funds, Preferred Stock Funds, Preferred Stock, First Trust, Large, Preferred Stock (View all Sectors)
Update Date31st of December 2025
First Trust Preferred [FPEIX] is traded in USA and was established 27th of January 2026. First Trust is listed under First Trust category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of First Trust family. This fund currently has accumulated 251.34 M in assets under management (AUM) with no minimum investment requirementsFirst Trust Preferred is currently producing year-to-date (YTD) return of 0.29% with the current yeild of 0.05%, while the total return for the last 3 years was 7.0%.
Check First Trust Probability Of Bankruptcy

Instrument Allocation

First Trust Top Holders

TFAZXTfa Tactical IncomeMutual FundNontraditional Bond
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First Trust Preferred Risk Profiles

First Trust Against Markets

First Mutual Fund Analysis Notes

The fund retains about 14.23% of assets under management (AUM) in fixed income securities. First Trust Preferred last dividend was 0.09 per share. Large To learn more about First Trust Preferred call the company at 800-621-1675.

First Trust Preferred Investment Alerts

Latest headline from news.google.com: Cathie Woods ARK Funds Have Crushed the Market This Year. Whats Shes Buying Now. - Barrons
The fund retains about 14.23% of its assets under management (AUM) in fixed income securities

Top First Trust Preferred Mutual Fund Constituents

Institutional Mutual Fund 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.
TFAZXTfa Tactical IncomeMutual FundNontraditional Bond
More Details
Note, although First Trust's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.

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 mutual fund 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 mutual fund 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.

Other Information on Investing in First Mutual Fund

First Trust financial ratios help investors to determine whether First Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
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