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

ETF | Preferred Stock |

Last Closing

USD 17.46

Change

+0.19 (+1.10)%

Market Cap

USD 0.29B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Preferred Stock

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

-0.12 (-0.70%)

USD 5.28B
PGX Invesco Preferred ETF

-0.18 (-1.56%)

USD 4.50B
PFXF VanEck Preferred Securities ex..

-0.31 (-1.80%)

USD 1.57B
VRP Invesco Variable Rate Preferre..

-0.14 (-0.59%)

USD 1.56B
PGF Invesco Financial Preferred ET..

-0.25 (-1.70%)

USD 0.94B
PFFA Virtus InfraCap U.S. Preferred..

-0.52 (-2.51%)

USD 0.87B
PREF Principal Spectrum Preferred S..

-0.08 (-0.45%)

USD 0.84B
PSK SPDR® ICE Preferred Securitie..

-0.63 (-1.87%)

USD 0.79B
SPFF Global X SuperIncome Preferred..

-0.16 (-1.75%)

USD 0.16B
PFFR ETFis Series Trust I - InfraCa..

-0.36 (-1.99%)

USD 0.08B

ETFs Containing FPEI

FDIV MarketDesk Focused U.S. D.. 0.00 % 0.50 %

-0.06 (-0.22%)

USD 0.03B

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 -12.96% 70% C- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.96% 70% C- 69% C-
Trailing 12 Months  
Capital Gain -8.68% 70% C- 67% D+
Dividend Return 0.90% 10% F 19% F
Total Return -7.78% 60% D- 65% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.42% 33% F 30% F
Dividend Return 2.15% 53% F 31% F
Total Return 2.57% 86% B+ 57% F
Risk Return Profile  
Volatility (Standard Deviation) 4.99% 80% B- 94% A
Risk Adjusted Return 43.02% 69% C- 55% F
Market Capitalization 0.29B 40% F 41% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.