FPE

First Trust Preferred Securities and Income ETF

Actively-managed preferred securities ETF. Higher yield than PFF with active credit selection. Invests in preferred stocks, subordinated debt, and hybrid securities from financials and utilities.

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Fixed IncomeTER 0.84%Dist.

TER

0.84%

AUM

$6B

Holdings

~220

Data Range

— → —

Key Facts

ISIN

US33738R7427

Issuer

First Trust

Benchmark

No benchmark (actively managed)

Total Expense Ratio (TER)

0.84%

Assets Under Management

$6B approx.

Inception Date

2013-02-11

Domicile

United States

Legal Structure

Open-End Fund

Dividend Policy

Distributing (pays dividends)

Replication Method

Physical (Full Replication)

UCITS Status

✗ Not UCITS

Fund Currency

USD

Primary Exchange

NYSE Arca

Number of Holdings

~220

Equivalent ETFs

These ETFs track the same or very similar underlying index:

PFFiShares Preferred & Income Securities ETF

Backtest this ETF Official Fund Page

Who Is This ETF For?

✓Portfolio stabilizer and income generator. Reduces overall portfolio volatility when paired with equities.

Key Risks to Consider

• Interest rate risk: bond prices fall when rates rise.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

Similar ETFs

BND0.03% TER

Vanguard Total Bond Market ETF

Total US Bond Market · Vanguard

AGG0.03% TER

iShares Core US Aggregate Bond ETF

Total US Bond Market · BlackRock

TIP0.19% TER

iShares TIPS Bond ETF

Inflation-Protected Bonds · BlackRock

SHV0.15% TER

iShares Short Treasury Bond ETF

Ultra Short-Term Treasury · BlackRock

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), First Trust (metadata)Last verified: 2026-05-09

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UCITS Equivalent

PFF

iShares Preferred & Income Securities ETF

TER 0.46%$14B AUM

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Vanguard Total Bond Market ETF

TER 0.03%$115B AUM

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AGG

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TLT

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VCIT

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TER 0.04%$50B AUM

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Alternative Approaches

BNDX

Vanguard Total International Bond ETF

TER 0.07%$60B AUM

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MUB

iShares National Muni Bond ETF

TER 0.07%$40B AUM

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VCSH

Vanguard Short-Term Corporate Bond ETF

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BSV

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💬 Frequently Asked Questions

Actively-managed preferred securities ETF. Higher yield than PFF with active credit selection. Invests in preferred stocks, subordinated debt, and hybrid securities from financials and utilities.

FPE has a total expense ratio (TER) of 0.84%, which means you pay $84 per year for every $10,000 invested.

Yes, FPE is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.

FPE is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).

FPE uses full physical replication, meaning it holds all (or nearly all) securities in the No benchmark (actively managed) index directly.

Similar ETFs tracking the same or a very similar index include: PFF. These may differ in domicile, currency, dividend policy, or expense ratio.