FPEFirst Trust Preferred Securities and Income ETF

Grow my money Get income#476 of 1640 for Get income

Seeks total return and to provide current income.

First Trust · Since 2013 (13 years)

Annual Cost

0.83%

#4027 out of 5,332 ETFs

Fund Size

$6.2B

#356 out of 5,332 ETFs

Dividend Yield

5.96%

Track Record

13 years

#1065 out of 5,332 ETFs

Performance

1 Year

+11.2%

3 Years

+10.9%

5 Years

+3.3%

What's inside

Asset class

fixed income

Region

north america

Strategy

index tracking

Asset allocation

Bonds

50.0%

Preferred

47.9%

Convertible

1.1%

Cash

0.9%

Other

0.1%

Top holdings

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-WFCPL2.1%

Risk profile

Volatility (1Y)

4.0%

Moderate

Max drawdown

-33.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.38

Excellent risk-adjusted returns

Sortino (3Y)

2.02

Good downside protection

Bond profile

Duration

7.2 years

Avg maturity

9.9 years

Credit ratings

1.4%

BBB

79.6%

15.2%

0.5%

Other

3.4%

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