FPEI ETF Analysis: Institutional Preferred | NYSE

Preferred Stock | NYSE, USA | Market Cap: 1.888m USD | 12M Return: 8% | Charts, Fundamentals & Technical Analysis

Preferred Securities, Institutional Preferred, Income Debt, Debt Securities
Total Rating 59
Safety 76
Buy Signal -0.15
Preferred Stock
Category Rotation: -6.3
TER: 0.85%
AUM: 1.89B
Avg Turnover: 5.52M
Risk 3d forecast
Volatility2.86%
VaR 5th Pctl0.48%
VaR vs Median-6.10%
Reward TTM
Sharpe Ratio0.94
Rel. Str. IBD35.1
Rel. Str. Peer Group94.4
Character TTM
Beta0.145
Beta Downside0.106
Hurst Exponent0.505
Drawdowns 3y
Max DD4.26%
CAGR/Max DD2.61
CAGR/Mean DD23.26

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.8 years of data

Jan +0.0% 0
Feb -0.6% 29
Mar -1.7% 34
Apr +0.1% 0
May -0.2% 0
Jun +0.1% 0
Jul +0.4% 36
Aug +0.1% 15
Sep -0.6% 27
Oct -0.4% 15
Nov -0.2% 14
Dec +0.3% 2

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: FPEI Institutional Preferred

FPEI is an ETF that invests at least 80% of its net assets in institutional preferred securities and income-producing debt securities. Preferred securities are a form of equity that rank above common stock for dividends and liquidation claims, but are subordinated to all forms of a companys debt. The fund focuses primarily on institutional preferred securities, which are typically issued by banks, insurance companies, real estate investment trusts (REITs), and utilities to meet regulatory capital requirements or raise capital.

Headlines to Watch Out For
  • Fed rate cuts compress preferred dividend yields
  • Bank preferred issuance surges as issuers refinance debt
  • Credit spreads widen on preferred securities amid recession fears
What is the price of FPEI shares?

As of July 06, 2026, the stock is trading at USD 19.30 with a total of 168,800 shares traded. Over the past week, the price has changed by +0.23%, over one month by +0.91%, over three months by +3.03% and over the past year by +7.99%.

Current recommended Stop Loss: 19.20 (which is 0.5% or 2 ATR below the current price).

Is FPEI a buy, sell or hold?

Institutional Preferred has no consensus analysts rating.