FPE ETF Analysis: Preferred Securities Income | NYSE

Preferred Stock | NYSE, USA | Market Cap: 6.325m USD | 12M Return: 7% | Charts, Fundamentals & Technical Analysis

Preferred Securities, Income Debt, Over-The-Counter, Exchange-Listed
Total Rating 51
Safety 67
Buy Signal -0.01
Preferred Stock
Category Rotation: -6.3
TER: 0.84%
AUM: 6.32B
Avg Turnover: 18.6M
Risk 3d forecast
Volatility3.53%
VaR 5th Pctl0.63%
VaR vs Median-0.67%
Reward TTM
Sharpe Ratio0.70
Rel. Str. IBD33.4
Rel. Str. Peer Group38.9
Character TTM
Beta0.168
Beta Downside0.137
Hurst Exponent0.559
Drawdowns 3y
Max DD4.66%
CAGR/Max DD2.30
CAGR/Mean DD17.73

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 13
Feb -0.4% 42
Mar -1.1% 41
Apr +0.2% 11
May +0.1% 16
Jun +0.2% 0
Jul +0.5% 35
Aug +0.0% 8
Sep -0.7% 38
Oct -0.5% 34
Nov -0.8% 25
Dec +0.1% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FPE Preferred Securities Income

FPE is a U.S.-listed exchange-traded fund focused on preferred securities and income-producing debt securities, requiring under normal market conditions that at least 80% of its net assets be allocated to these instruments. The fund trades on the NYSE and can hold securities listed on exchanges or traded over-the-counter. As a preferred stock-focused ETF with a mid-cap profile, it offers investors exposure to a hybrid asset class that combines features of both stocks and bonds, typically paying fixed dividends with priority over common stock. The ETF structure provides intraday liquidity and transparency, distinguishing it from traditional closed-end preferred stock funds.

Headlines to Watch Out For
  • Fed rate cuts compress preferred securities yields
  • Bank preferred issuance rises on regulatory capital needs
  • Credit spreads widen as recession fears pressure ETF NAV
What is the price of FPE shares?

As of July 06, 2026, the stock is trading at USD 17.95 with a total of 889,400 shares traded. Over the past week, the price has changed by +0.39%, over one month by +0.77%, over three months by +2.20% and over the past year by +7.00%.

Current recommended Stop Loss: 17.80 (which is 0.8% or 2.5 ATR below the current price).

Is FPE a buy, sell or hold?

Preferred Securities Income has no consensus analysts rating.