Nasdaq - Delayed Quote USD

First Trust Preferred Sec & Inc A (FPEAX)

19.37
-0.03
(-0.15%)
At close: 8:05:56 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.68%
5y Average Return 4.42%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 16.59%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 16.59%
Worst 3Y Total Return -0.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FPEAX
Category
YTD
-0.61%
5.09%
1-Month
-1.24%
1.29%
3-Month
-1.11%
3.60%
1-Year
6.89%
19.60%
3-Year
3.49%
7.20%
5-Year
4.35%
5.90%
10-Year
4.16%
6.54%
Last Bull Market
8.16%
11.27%
Last Bear Market
-8.16%
-4.58%

Annual Total Return (%) History

Year
FPEAX
Category
2025
--
--
2024
10.50%
--
2023
5.58%
--
2022
-11.92%
--
2021
4.55%
--
2020
5.94%
4.83%
2019
16.52%
17.63%
2018
-4.70%
-5.49%

2017
11.16%
9.78%
2016
5.87%
5.66%
2015
5.17%
3.18%
2014
10.85%
11.44%
2013
-4.52%
1.11%
2012
16.59%
18.05%
2011
--
2.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.63% -- -- --
2024 3.88% 1.50% 5.35% -0.53%
2023 -4.82% 2.05% 1.63% 6.95%
2022 -4.94% -8.16% -1.50% 2.44%
2021 0.52% 3.18% 1.00% -0.19%
2020 -16.45% 13.04% 5.07% 6.75%
2019 6.26% 3.37% 2.97% 3.01%
2018 -1.37% -1.27% 1.74% -3.80%
2017 3.97% 3.65% 1.75% 1.38%
2016 -0.05% 2.94% 3.84% -0.90%

2015 2.96% -0.02% 0.09% 2.08%
2014 5.30% 3.51% 0.51% 1.18%
2013 2.85% -2.83% -5.30% 0.89%
2012 6.73% 3.90% 3.83% 1.26%
2011 2.08% -1.58% 2.85% --

Rank in Category (By Total Return)

YTD 54
1-Month 81
3-Month 49
1-Year 55
3-Year 60
5-Year 48

Load Adjusted Returns

1-Year 2.08%
3-Year 1.91%
5-Year 3.40%
10-Year 3.68%

Performance & Risk

YTD Return 0.68%
5y Average Return 4.42%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Preferred Stock
Fund Family First Trust
Net Assets 200.88M
YTD Return -0.61%
Yield 5.53%
Morningstar Rating
Inception Date Feb 25, 2011

Fund Summary

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in preferred securities and other securities with similar economic characteristics.

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