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Nasdaq - Delayed Quote USD
First Trust Preferred Sec & Inc F (FPEFX)
19.48
-0.20
(-1.02%)
At close: April 4 at 8:00:55 PM EDT
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 | 209.75M |
| YTD Return | 0.65% |
| Yield | 5.46% |
| Morningstar Rating | |
| Inception Date | Feb 25, 2011 |
Performance & Risk
| YTD Return | -0.93% |
| 5y Average Return | 6.60% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
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