Nasdaq - Delayed Quote USD

First Trust Preferred Sec & Inc F (FPEFX)

19.65
-0.03
(-0.15%)
As of 8:05:56 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
7.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • CommonWealth NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade TF
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Morgan Stanley TRAK Fund Solution
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • RBC Wealth Management-Wrap Eligible
  • H Beck Inc.
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Preferred Stock
Fund Family First Trust
Net Assets 200.88M
YTD Return -0.62%
Yield 5.55%
Morningstar Rating
Inception Date Feb 25, 2011

Performance & Risk

YTD Return 0.66%
5y Average Return 4.48%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

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