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FPE
+0.21 · +1.14%
$18.30 · NYSE ARCA
AUM:$6.5B
#– of – in Preferred Stock ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 9.9% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.84% — above average for this category.What is FPE?
Under normal market conditions, the fund invests at least 80% of its net assets (including investment borrowings) in preferred securities (Preferred Securities) and income-producing debt securities (Income Securities). The fund invests in securities that are traded over-the-counter or listed on an exchange.
Performance Highlights
Returns (%)
Cost & Yield (%)
Investment Breakdown
Positive 1-Year Return
FPE returned 9.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.84% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 7.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$6.5B
Expense Ratio0.84%
Dividend Yield5.76%
Holdings7
Inception DateFeb 2013
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta0.44
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified