First Trust Preferred Securities and Income ETF
First Trust·Tracks (actively managed — no index)·Inception Feb 11, 2013
Composite score
Based on a 0.83% expense ratio.
Based on $6.29B in net assets.
Top-10 holdings represent 14.9% of net assets.
Preferred Securities base · ETF wrapper · 6.07% 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. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use FPE in our tools
Tool · Look-through
See what FPE actually holds, in a portfolio
Add your other funds and weights; every underlying position is 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
Where should this fund live across your accounts?
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 | 2.07% |
| 3 | BARCLAYS PLC | 1.65% |
| 4 | NEXTERA ENERGY CAPITAL HOLDINGS INC | 1.40% |
| 5 | JP MORGAN CHASE & COMPANY | 1.35% |
| 6 | XCEL ENERGY INC | 1.25% |
| 7 | CREDIT AGRICOLE SA | 1.23% |
| 8 | CITIGROUP INC | 1.20% |
| 9 | BNP PARIBAS SA | 1.13% |
| 10 | T-MOBILE USA INC | 1.09% |
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