First Trust Preferred Securities and Income FundFPEIX

MUTUAL FUNDFirst Trust
Type
Mutual fund
Peer group
Taxable bond
Net assets
$207.1M
Expense ratio
1.30%
1-year return
+11.0%
3 years, a year
+10.5%
5 years, a year
+3.3%
Holdings
213

What it aims to do.

"The First Trust Preferred Securities and Income Fund (the ""Fund"" ) seeks to provide current income and total return."

Top 10 holdings.

Holding% of fund
BAC Bank Of America Corp2.58%
WFC Wells Fargo & Company2.12%
BCS Barclays Plc1.93%
Credit Agricole Sa1.47%
Land O'lakes Inc1.44%
HIG Hartford Insurance Group Inc (The)1.34%
NEE Nextera Energy Capital Holdings Inc1.30%
Bnp Paribas Sa1.25%
American Agcredit Aca1.20%
XELLL Xcel Energy Inc1.18%

More on FPEIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.