FPEI Profile
The First Trust Institutional Preferred Securities & Income ETF (FPEI) is an exchange-traded fund primarily focused on broad credit fixed income. Launched on August 22, 2017, and issued by First Trust, FPEI aims to deliver current income and total return through active management. The fund's investment strategy involves a global approach, targeting institutional preferred securities and income-producing debt across various market capitalizations and sectors. This strategy allows FPEI to capitalize on opportunities in different regions, enhancing its potential for income generation and capital appreciation.
FPEI's portfolio management is centered around maximizing income while maintaining a robust risk management framework. The fund invests in a diversified mix of preferred securities, which blend characteristics of both equities and fixed income, and other income-generating debt instruments. By actively managing its holdings, FPEI adjusts its asset allocation based on market conditions, credit ratings, and economic forecasts. This proactive approach helps the fund respond to changing market dynamics and optimize its performance.
First Trust, the issuer of FPEI, is renowned for its innovative and investor-centric fund management. With a strong emphasis on research and analysis, First Trust employs a team of seasoned portfolio managers and analysts to oversee FPEI. The fund's management team uses a rigorous selection process, evaluating potential investments based on their credit quality, yield potential, and overall market outlook. This comprehensive analysis helps mitigate risks and enhance the fund's ability to provide stable income and total return.
Investors in the First Trust Institutional Preferred Securities & Income ETF benefit from the fund's global diversification and active management. By investing in a wide array of institutional preferred securities and debt instruments, FPEI aims to provide a balanced and resilient income source. The fund's flexibility to adapt to evolving market environments and its focus on high-quality, income-generating assets make it an appealing option for investors seeking reliable income and potential for capital growth.
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