FPEI:NYE-First Trust Institutional Preferred Securities and Income ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 18.2

Change

-0.05 (-0.27)%

Market Cap

USD 1.26B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Preferred Stock

Symbol Name Price(Change) Market Cap
FPE First Trust Preferred Securiti..

-0.05 (-0.29%)

USD 5.29B
PGX Invesco Preferred ETF

-0.02 (-0.17%)

USD 4.31B
VRP Invesco Variable Rate Preferre..

-0.02 (-0.08%)

USD 1.72B
PFXF VanEck Preferred Securities ex..

-0.11 (-0.63%)

USD 1.68B
PFFA Virtus InfraCap U.S. Preferred..

N/A

USD 0.99B
PGF Invesco Financial Preferred ET..

-0.05 (-0.34%)

USD 0.90B
PREF Principal Spectrum Preferred S..

-0.04 (-0.19%)

USD 0.89B
PSK SPDR® ICE Preferred Securitie..

-0.11 (-0.34%)

USD 0.79B
SPFF Global X SuperIncome Preferred..

-0.02 (-0.22%)

USD 0.15B
PFFR ETFis Series Trust I - InfraCa..

+0.01 (+0.08%)

USD 0.08B

ETFs Containing FPEI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Preferred Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.08% 73% C 45% F
Dividend Return 2.37% 64% D 77% C+
Total Return 4.45% 64% D 49% F
Trailing 12 Months  
Capital Gain 9.64% 73% C 49% F
Dividend Return 6.15% 36% F 76% C+
Total Return 15.79% 82% B 53% F
Trailing 5 Years  
Capital Gain -4.59% 91% A- 38% F
Dividend Return 20.18% 55% F 72% C
Total Return 15.60% 100% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -2.18% 82% B 29% F
Dividend Return 1.98% 82% B 36% F
Total Return 4.16% 55% F 74% C
Risk Return Profile  
Volatility (Standard Deviation) 8.55% 91% A- 84% B
Risk Adjusted Return 23.21% 100% F 45% F
Market Capitalization 1.26B 64% D 58% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike