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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
First Trust Institutional Preferred Securities and Income ETF: holdings, performance and fees
1Y return+2.5%
3Y return+15.1%
5Y return+5.0%
Top 10 holdings
| Holding | Weight |
|---|---|
| BANK OF AMERICA CORP | 2.9% |
| CREDIT AGRICOLE SA 144A7.1250% 12-31-50 | 2.0% |
| 172967QJ3 | 1.9% |
| ING Groep NV VAR 16/11/73 | 1.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA SOCIEDAD ANONIMA VAR UNDATED NTS USD200000 14 | 1.6% |
| TORONTO-DOMINION BANK(THE) 8.125% BDS 31/10/82 USD200000 3 | 1.6% |
| ENBRIDGE INC VAR 15/01/2084 | 1.5% |
| BANCO SANTANDER SA VAR 21/02/72 | 1.5% |
| CHARLES SCHWAB CORPORATION (THE) UNDATED BDS USD1000 H | 1.4% |
| BANK OF MONTREAL VAR 26/05/84 | 1.4% |
Top countries
- USA47.9%
- Canada16.1%
- France9.3%
- UK7.9%
- Spain5.7%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN