First Trust Preferred Securities and Income ETF
First Trust · Tracks (actively managed — no index) · Inception Feb 11, 2013
Trailing returns
through Oct 23, 2026- 1 year
- -2.1%
- 3 year
- +9.1%
- annualized
- 5 year
- +2.0%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.83% expense ratio.
Based on $5.99B in net assets.
Top-10 holdings represent 14.9% of net assets.
Preferred Securities base · ETF wrapper · 6.41% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through FPE, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare FPE's fee against another fund
Compounds the 0.83% expense ratio against a peer over decades.
Tool · Overlap
Compare FPE's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Preferred Securities funds.
Tool · TLH
Find a tax-loss harvesting partner for FPE
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for FPE across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BANK OF AMERICA CORP | 2.52% |
| 2 | WELLS FARGO & COMPANY | 2.08% |
| 3 | BARCLAYS PLC | 1.67% |
| 4 | JP MORGAN CHASE & COMPANY | 1.35% |
| 5 | NEXTERA ENERGY CAPITAL HOLDINGS INC | 1.33% |
| 6 | BNP PARIBAS SA | 1.26% |
| 7 | XCEL ENERGY INC | 1.23% |
| 8 | CREDIT AGRICOLE SA | 1.21% |
| 9 | CITIGROUP INC | 1.20% |
| 10 | HARTFORD INSURANCE GROUP INC (THE) | 1.09% |
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Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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