— Know what they know.
Not Investment Advice

FPEI

First Trust Institutional Preferred Securities and Income ETF
1W: -0.6% 1M: -2.2% 3M: -1.3% YTD: -0.8% 1Y: +7.2% 3Y: +38.9% 5Y: +22.8%
$19.10
+0.08 (+0.42%)
After Hours: $18.87 (-0.23, -1.20%)
ETF AMEX · AUM $1.9B
ETF-Level Metrics
AUM$1.9B
Holdings4
Top 10 Wt—%
Beta0.36
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 178 0.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 178 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CNP ASSURANCES SACA Variable rate Private 0.00% $12.2M
2 COREBRIDGE FINANCIAL INC Variable rate, due 09/15/2054 Private 0.00% $12.0M
3 DOMINION ENERGY INC Variable rate, due 05/15/2055 Private 0.00% $11.8M
4 AIR LEASE CORP Variable rate Private 0.00% $11.6M
5 NEXTERA ENERGY CAPITAL Variable rate, due 06/15/2054 Private 0.00% $11.3M
6 DUKE ENERGY CORP Variable rate, due 09/01/2054 Private 0.00% $11.3M
7 DOMINION ENERGY INC Variable rate, due 02/15/2056 Private 0.00% $11.1M
8 MITSUBISHI UFJ FIN GRP Variable rate Private 0.00% $11.1M
9 PNC FINANCIAL SERVICES Variable rate Private 0.00% $11.1M
10 HSBC HOLDINGS PLC Variable rate Private 0.00% $4.7M
11 BANCO MERCANTIL DEL NORTE Variable rate Private 0.00% $4.5M
12 ROGERS COMMUNICATIONS INC Variable rate, due 04/15/2055 Private 0.00% $11.0M
13 BANK OF NOVA SCOTIA Variable rate, due 10/27/2085 Private 0.00% $6.0M
14 ALTAGAS LTD Variable rate, due 10/15/2054 Private 0.00% $5.9M
15 CANADIAN IMPERIAL BANK Variable rate, due 01/28/2085 Private 0.00% $5.7M
16 ING GROEP NV Variable rate Private 0.00% $5.6M
17 BANK OF AMERICA CORP Series TT, Variable rate Private 0.00% $5.6M
18 CITIGROUP INC Series DD, Variable rate Private 0.00% $5.2M
19 COREBRIDGE FINANCIAL INC Variable rate Private 0.00% $5.3M
20 AMERICAN NATIONAL GROUP Variable rate, due 12/01/2055 Private 0.00% $4.8M
21 BANCO BILBAO VIZCAYA ARGENTARIA Variable rate Private 0.00% $15.1M
22 BARCLAYS PLC Variable rate Private 0.00% $15.0M
23 NORDEA BANK ABP Variable rate Private 0.00% $15.0M
24 EVERSOURCE ENERGY Variable rate, due 08/15/2056 Private 0.00% $14.8M
25 GLOBAL ATLANTIC FIN CO Variable rate, due 03/01/2056 Private 0.00% $14.8M
26 BANK OF NOVA SCOTIA Variable rate, due 04/27/2085 Private 0.00% $14.5M
27 HSBC HOLDINGS PLC Variable rate Private 0.00% $14.4M
28 TORONTO-DOMINION BANK Variable rate, due 10/31/2085 Private 0.00% $14.4M
29 CENTERPOINT ENERGY INC Variable rate, due 02/15/2055 Private 0.00% $14.3M
30 METLIFE INC Variable rate, due 03/15/2055 Private 0.00% $14.3M
31 DEUTSCHE BANK AG Variable rate Private 0.00% $13.6M
32 ENBRIDGE INC Variable rate, due 01/15/2083 Private 0.00% $13.0M
33 GLOBAL ATLANTIC FIN CO Variable rate, due 10/15/2054 Private 0.00% $13.2M
34 STATE STREET CORP Variable rate Private 0.00% $13.1M
35 BANK OF MONTREAL Variable rate, due 11/26/2084 Private 0.00% $13.0M
36 FIRST CITIZENS BANCSHARES Series D, Variable rate Swap 0.00% $12.9M
37 US Dollar Private $USD 0.00% $12.9M
38 PNC FINANCIAL SERVICES Variable rate Private 0.00% $12.7M
39 TELUS CORP Variable rate, due 10/15/2055 Private 0.00% $12.7M
40 ROYAL BANK OF CANADA Variable rate, due 11/24/2084 Private 0.00% $12.5M
41 CITIZENS FINANCIAL GROUP Variable rate Private 0.00% $12.4M
42 SPIRE INC Variable rate, due 06/01/2056 Private 0.00% $12.4M
43 WELLS FARGO & COMPANY Variable rate Private 0.00% $12.3M
44 BANK OF AMERICA CORP Variable rate Private 0.00% $56.9M
45 CREDIT AGRICOLE SA Variable rate Private 0.00% $34.1M
46 ENBRIDGE INC Variable rate, due 01/15/2084 Private 0.00% $33.2M
47 ING GROEP NV Variable rate Private 0.00% $32.3M
48 TORONTO-DOMINION BANK Variable rate, due 10/31/2082 Private 0.00% $32.2M
49 CITIGROUP INC Series HH, Variable rate Private 0.00% $31.7M
50 BANCO BILBAO VIZCAYA ARGENTARIA Variable rate Private 0.00% $31.6M

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms