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First Trust Institutional Preferred Securities and Income ETF (FPEI)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/19/2024: FPEI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 22.45% | Upturn Advisory Performance  4 | Avg. Invested days: 68 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 22.45% | Avg. Invested days: 68 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 347290 | Beta 0.64 |
52 Weeks Range 16.71 - 18.85 | Updated Date 12/21/2024 |
52 Weeks Range 16.71 - 18.85 | Updated Date 12/21/2024 |
AI Summarization
Overview of ETF First Trust Institutional Preferred Securities and Income ETF
Profile:
- Focus: Preferred stocks and income-generating securities
- Asset Allocation: Primarily US-listed preferred stocks (90%) and income-generating securities (10%)
- Investment Strategy: Actively managed to generate high current income and capital appreciation
Objective:
- To provide investors with high current income and long-term capital appreciation potential
Issuer:
- First Trust Advisors L.P.
- Reputation and Reliability: Reputable asset management firm with over $226 billion in assets under management
- Management: Experienced team led by Chief Investment Officer Kenneth Feinberg
Market Share:
- 4.8% market share in the preferred stock ETF industry
Total Net Assets:
- $2.6 billion
Moat:
- Active Management: Ability to outperform the market through security selection and portfolio construction
- Experienced Management: Team with strong experience in preferred stock investing
- Focus on Income: Generates high current income through preferred stock investments
Financial Performance:
- 5-Year Annualized Return: 9.27%
- 10-Year Annualized Return: 9.33%
- Outperformed the S&P 500 Index over the past 5 and 10 years
Growth Trajectory:
- Increasing demand for income-generating investments
- Growing popularity of preferred stock ETFs
Liquidity:
- Average Trading Volume: 376,000 shares
- Bid-Ask Spread: 0.04%
Market Dynamics:
- Interest Rate Environment: Rising interest rates can negatively impact preferred stock prices
- Economic Growth: Strong economic growth can lead to higher preferred stock valuations
- Sector Performance: Performance of the financials and utilities sectors can indirectly affect preferred stock returns
Competitors:
- PFF - iShares Preferred Stock ETF (26.6% market share)
- PGX - Invesco Preferred ETF (12.1% market share)
- PFK - Preferred and Income Fund (7.1% market share)
Expense Ratio:
- 0.85%
Investment Approach and Strategy:
- Strategy: Actively managed
- Composition: Primarily US-listed preferred stocks with high credit quality and an estimated average effective duration of 2-5 years
Key Points:
- High income potential
- Long-term capital appreciation potential
- Actively managed for performance
- Experienced management team
Risks:
- Volatility: Preferred stocks can be more volatile than common stocks
- Market Risk: Performance is influenced by interest rate changes and economic conditions
- Credit Risk: Potential for issuers of preferred stocks to default on their obligations
Who Should Consider Investing:
- Income-oriented investors seeking high current income
- Investors looking for capital appreciation potential
- Investors who want exposure to the preferred stock market
Fundamental Rating Based on AI:
7/10
Analysis:
- Strong financial performance
- Experienced management team
- High income potential
- Growing market demand for income-generating investments
Disclaimer:
This information is for educational purposes only and should not be considered financial advice. Please consult with a professional financial advisor before making any investment decisions.
Resources:
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Institutional Preferred Securities and Income ETF
The fund invests at least 80% of its net assets (including investment borrowings) in institutional preferred securities and income-producing debt securities (Income Securities). Preferred securities are a type of equity security that have preference over common stock in the payment of distributions and the liquidation of a company's assets, but are generally junior to all forms of the company's debt, including both senior and subordinated debt. The fund's investments in preferred securities will primarily be in institutional preferred securities.
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