First Trust Preferred Etf Performance
| FPE Etf | USD 18.30 0.02 0.11% |
The etf shows a Beta (market volatility) of 0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Preferred are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, First Trust is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | First Trust Preferred Securities and Income ETF declares 0.0956 dividend | 11/21/2025 |
2 | Trustmark Bank Trust Department Sells 57,108 Shares of First Trust Preferred Securities and Income ETF FPE | 12/01/2025 |
3 | Trading Systems Reacting to Volatility - Stock Traders Daily | 01/22/2026 |
First Trust Relative Risk vs. Return Landscape
If you would invest 1,807 in First Trust Preferred on November 2, 2025 and sell it today you would earn a total of 23.00 from holding First Trust Preferred or generate 1.27% return on investment over 90 days. First Trust Preferred is generating 0.0209% of daily returns assuming volatility of 0.1611% on return distribution over 90 days investment horizon. In other words, 1% of etfs are less volatile than First, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
3 y Volatility 8.92 | 200 Day MA 18.0067 | 1 y Volatility 3.36 | 50 Day MA 18.2616 | Inception Date 2013-02-11 |
First Trust Target Price Odds to finish over Current Price
The tendency of First Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.30 | 90 days | 18.30 | nearly 4.46 |
Based on a normal probability distribution, the odds of First Trust to move above the current price in 90 days from now is nearly 4.46 (This First Trust Preferred probability density function shows the probability of First Etf to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon First Trust has a beta of 0.14. This usually indicates as returns on the market go up, First Trust average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding First Trust Preferred will be expected to be much smaller as well. Additionally First Trust Preferred has an alpha of 0.0062, implying that it can generate a 0.006159 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). First Trust Price Density |
| Price |
Predictive Modules for First Trust
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as First Trust Preferred. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.First Trust Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. First Trust is not an exception. The market had few large corrections towards the First Trust's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold First Trust Preferred, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of First Trust within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.14 | |
σ | Overall volatility | 0.10 | |
Ir | Information ratio | -0.22 |
First Trust Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of First Trust for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for First Trust Preferred can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| 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 Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Price To Earning | 34.14 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 3.57 X | |||
| Total Asset | 6.21 B | |||
About First Trust Performance
By analyzing First Trust's fundamental ratios, stakeholders can gain valuable insights into First Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if First Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.| 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 |
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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
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.