FPEI 📈 First Trust Institutional - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33739P8555 • Preferred Stock
FPEI: Preferred Stocks, Debt Securities, Institutional Securities
The fund invests at least 80% of its net assets (including investment borrowings) in institutional preferred securities and income-producing debt securities (Income Securities). Preferred securities are a type of equity security that have preference over common stock in the payment of distributions and the liquidation of a company's assets, but are generally junior to all forms of the company's debt, including both senior and subordinated debt. The fund's investments in preferred securities will primarily be in institutional preferred securities. ‣ Company URL: ‣ Domicile:
Additional Sources for FPEI ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FPEI ETF Overview
| Market Cap in USD | 1,508m |
| Category | Preferred Stock |
| TER | 0.85% |
| IPO / Inception | 2017-08-22 |
FPEI ETF Ratings
| Growth 5y | 43.6% |
| Fundamental | - |
| Dividend | 61.0% |
| Rel. Strength Industry | -60.8 |
| Analysts | - |
| Fair Price Momentum | 18.71 USD |
| Fair Price DCF | - |
FPEI Dividends
| Dividend Yield 12m | 5.55% |
| Yield on Cost 5y | 6.74% |
| Annual Growth 5y | 0.35% |
| Payout Consistency | 96.3% |
FPEI Growth Ratios
| Growth Correlation 3m | 11.4% |
| Growth Correlation 12m | 97.1% |
| Growth Correlation 5y | 48.3% |
| CAGR 5y | 3.94% |
| CAGR/Mean DD 5y | 0.86 |
| Sharpe Ratio 12m | 1.71 |
| Alpha | -4.18 |
| Beta | 0.45 |
| Volatility | 4.26% |
| Current Volume | 318.8k |
| Average Volume 20d | 391.9k |
What is the price of FPEI stocks?
As of December 27, 2024, the stock is trading at USD 18.72 with a total of 318,819 shares traded.
Over the past week, the price has changed by +0.54%, over one month by +0.14%, over three months by -0.12% and over the past year by +11.01%.
As of December 27, 2024, the stock is trading at USD 18.72 with a total of 318,819 shares traded.
Over the past week, the price has changed by +0.54%, over one month by +0.14%, over three months by -0.12% and over the past year by +11.01%.
Is First Trust Institutional a good stock to buy?
Partly, yes. Based on ValueRay Analyses, First Trust Institutional (NYSE ARCA:FPEI) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 43.58 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FPEI as of December 2024 is 18.71. This means that FPEI is currently overvalued and has a potential downside of -0.05%.
Partly, yes. Based on ValueRay Analyses, First Trust Institutional (NYSE ARCA:FPEI) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 43.58 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FPEI as of December 2024 is 18.71. This means that FPEI is currently overvalued and has a potential downside of -0.05%.
Is FPEI a buy, sell or hold?
First Trust Institutional has no consensus analysts rating.
First Trust Institutional has no consensus analysts rating.
What are the forecast for FPEI stock price target?
According to ValueRays Forecast Model, FPEI First Trust Institutional will be worth about 20.4 in December 2025. The stock is currently trading at 18.72. This means that the stock has a potential upside of +9.19%.
According to ValueRays Forecast Model, FPEI First Trust Institutional will be worth about 20.4 in December 2025. The stock is currently trading at 18.72. This means that the stock has a potential upside of +9.19%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 20.4 | 9.2% |