WisdomTree Bloomberg Floating Rate Treasury Fund

RenaissanceRe Hlds

Invesco Preferred ETF

First Trust Preferred Securities & Income ETF

FPE is an actively managed fund that attempts to generate income by investing globally in preferred equities and income producing debt across the market cap spectrum.

First Trust Preferred Securities and Income ETF is an actively managed fund focusing on preferred stocks, primarily in the U.S. and financial sector. The FPE ETF has outperformed its largest competitors over the past 10 years but has experienced a moderate decline in value and distributions. Despite a low credit risk profile, FPE's bond-like returns with stock-like draw-downs are not compelling for long-term investment.

FPE: Excellent Preferred Stocks ETF, But Poor Long-Term Investment

Elkhorn S&P High Quality Preferred ETF

First Trust Institutional Preferred Securities & Income ETF

Fidelity Preferred Securities & Income ETF

iShares Preferred and Income Securities ETF 

Virtus InfraCap U.S. Preferred Stock ETF

Global X U.S. Preferred ETF

InfraCap REIT Preferred ETF

Global X Variable Rate Preferred ETF

AAM Low Duration Preferred and Income Sec ETF

VanEck Preferred Securities ex Financials ETF

Invesco Financial Preferred ETF

Principal Spectrum Preferred Secs Active ETF

Pimco Preferred And Capital Securities Active ETF

SPDR Wells Fargo Preferred Stock ETF

Global X SuperIncome Preferred ETF

We take a look at the action in preferreds and baby bonds through the second week of April and highlight some of the key themes we are watching.

Preferreds Weekly Review: Bond Interest Deferral Worries Investors

We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had a good week as Treasury yields fell on the back of the Fed's more dovish than expected stance. We take a look at how stocks with different spreads over SOFR could react to Fed's cuts.

Preferreds Weekly Review: Keep An Eye On The Spread Of Floating-Rate Preferreds

We take a look at the action in preferreds and baby bonds through the third week of March and highlight some of the key themes we are watching. Preferreds were down for the week due to rising Treasury yields, but most preferred CEF sectors remain positive for the month. Albemarle issued a new preferred stock with a mandatory convertible feature, offering upside participation with less downside than the common and a higher coupon.

Preferreds Weekly Review: Mandatory Convertibles Offer High-Beta Preferred Exposure

First Trust Preferred Securities and Income ETF is a high-yield, actively managed fund that primarily invests in preferred securities and income-producing debt securities. The FPE ETF offers the potential for high yields without significantly increasing risk by focusing on preferred securities. FPE's heavy concentration in the financial sector exposes the fund to specific sector risks, and it is subject to interest rate and credit risk.

FPE: A Preferred-Focused ETF Better Than The Rest

Synchrony Financial

We take a look at the action in preferreds and baby bonds through the fourth week of February and highlight some of the key themes we are watching. Preferreds had a strong week with a 1%+ return, driven by a drop in Treasury yields and compression in credit spreads. Different preferreds sectors have different drawdown profiles, offering investors an opportunity to tilt to more resilient securities in anticipation of the next drawdown.

Preferreds Weekly Review: Historic Drawdowns Are Relevant Again

Nuveen Preferred & Income Opportunities Fund

Cohen & Steers Ltd. Duration Preferred & Income Fund, Inc.

John Hancock Premium Dividend Fund

Bond bargain alert! Three secure funds yielding 8% to 9% are for sale on the discount rack.

My Preferred Ways To Play The Fed Pay 8%+ Dividends

John Hancock Preferred Income ETF

Invesco Variable Rate Preferred ETF

PFFA is a well-diversified and consistently top-performing preferred stock ETF, enabled by management's bold allocation strategy.

U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF

We take a look at the action in preferreds and baby bonds through the second week of February and highlight some of the key themes we are watching. Preferreds were flat on the week as higher Treasury yields were offset by tighter credit spreads. A high yield-to-call is not a sufficient reason to buy a given preferred.

Preferreds Weekly Review: A High Yield-To-Call Is Not Enough

We take a look at the action in preferreds and baby bonds through the fourth week of January and highlight some of the key themes we are watching. Preferred stock and baby bond market had a good week with most sectors finishing in the green. The article discusses the curious case of Aspen insurer preferred AHL.PR.C and how the coupon conversion worked on the first call date.

Preferreds Weekly Review: AHL Preferred Gets Stuck Near Libor Peak

IQ Merger Arbitrage ETF

Invesco S&P 500 Equal Weight ETF

The 60/40 portfolio strategy was thought to be dead and buried. And yet, it made a comeback in 2023, up more than 11% through the end of November.

Modernizing a Classic: 3 Fresh Takes on How to Play the 60/40 Portfolio Strategy

First Trust Preferred Securities and Income ETF is a high yield fund with a 12-month distribution rate of 6.44%. The fund is invested in preferred stocks and has a heavy concentration in the financial sector, particularly in banks. FPE has outperformed other preferred stock ETFs in the last 10 years, but it has experienced significant losses in value and income stream.

FPE: Good-Looking Relative To Peers, But Unattractive

Flaherty & Crumrine Preferred Securities Income Fund Inc

John Hancock Preferred Income Fund

Is there still a chance to buy the bank dip? You bet—with nifty yields up to 9.4%!

3 Preferred Stock Funds Yielding Up To 9.4%

SPDR Bloomberg 3-12 Month T-Bill ETF

iShares Floating Rate Bond ETF

SPDR Bloomberg Investment Grade Floating Rate ETF

VanEck Investment Grade Floating Rate ETF

Goldman Sachs TreasuryAccess 0-1 Year ETF

iShares 0-3 Month Treasury Bond ETF

It's no secret that we are currently in a high interest rate environment. The Federal Funds rate, the benchmark rate in the U.S. set by the Federal Open Market Committee (FOMC), currently sits between the range of 5.00% and 5.25%.

Three Ways to Take Advantage of High Interest Rates

First Trust Preferred Securities and Income ETF is an actively managed fund of preferred stocks. It is massively overweight in financials and has a large exposure to banks.

FPE: High Yield ETF With Bond Performance And Stock Risks

ARK Innovation ETF

Avantis U.S. Small Cap Value ETF

Dimensional US Core Equity 2 ETF

Dimensional US Targeted Value ETF

First Trust Enhanced Short Maturity ETF

BlackRock Ultra Short-Term Bond ETF

JPMorgan Equity Premium Income ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

ETFs started out as just another form of index-matching alternative to mutual funds. But today, there are now over 1000 actively managed ETFs.

Consider These Market-Beating ETFs Now

FPE is an ETF in international preferred stocks, with a 6% yield. It has beaten its largest competitors since 2013.

FPE Beats Its Peers In A Lagging Asset Class

A preferred stock is a hybrid security that has characteristics of both debt and equity.

Guide to Preferred Stock ETF Investing

FPE is a high-yield ETF in preferred stocks. Since inception, it has lost 10% in share price.

FPE: Better Than SPFF, But Still Unattractive

Alerian MLP ETF

Global X MLP & Energy Infrastructure ETF

Global X NASDAQ 100 Covered Call ETF

Schwab U.S. REIT ETF

Vanguard Short-Term Corporate Bond ETF

Vanguard Real Estate ETF

Vanguard High Dividend Yield ETF

Global X S&P 500 Covered Call ETF

The current bond market rout has left investors scurrying for alternative investment options that offer good yields.

How to Build an Income-Focused Equity Portfolio With ETFs

FPE is a high-yield ETF heavy in hybrid assets. Its risk-reward profile is underwhelming.

FPE: Bond Returns With Stock Risks Are Not Really Attractive

Dimensional US Equity ETF

Grayscale Ethereum Trust

Grayscale Bitcoin Trust

 SPDR Blackstone Senior Loan ETF

After being ignored for years, actively managed ETFs are experiencing a renewed interest from investors. A report from Morningstar shows that after active funds of all stripes experienced net outflows from 2015 to 2020, active ETFs saw $87 billion in inflows in 2021, with the total amount of money in active ETFs growing by 44% [.

Morningstar: Active ETFs See Surge in Flows, AUM

First Trust Global Tactical Commodity Strategy Fund

Quadratic Interest Rate Volatility and Inflation ETF

Nuveen Growth Opportunities ETF

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

Vanguard Ultra Short-Term Bond ETF

The year is close to wrapping up, and while December will still see a flurry of activity within ETFs from tax-loss harvesting and other activities by investors, it's worth looking back on the top performing ETFs that experienced record-setting performances by markets over the past year. Active ETFs are being launched at far higher rates [.

Top 10 Active ETFs of 2021 by Flows

Apollo Tactical Income Fund, Inc.

MFS High Yield Municipal Trust

MFS High Income Municipal Trust

Credit Suisse High Yield Bond Fund

Allspring Income Opportunities Fund

iShares International Preferred Stock ETF

Nuveen Preferred & Income Term Fund

KKR Income Opportunities Fund

We review CEF market valuation and performance over the last week of July and highlight recent market events. July CEF returns were wrapped around zero in aggregate as higher NAVs were offset by wider discounts.

CEF Weekly Market Review: Market Takes July Off

PIMCO Active Bond ETF

iShares Fallen Angels USD Bond ETF

Fidelity Limited Term Bond ETF

SPDR SSgA Income Allocation ETF

JPMorgan High Yield Research Enhanced ETF

In an earlier article, we discussed that in a market of low and stable / rising yields, open-end funds can provide similar performance to CEFs with much better risk control. In this article, we take a look at active ETFs, which provide the benefits of open-end funds alongside the active management of CEFs.

News for First Trust Preferred Securities & Income ETF ETF (FPE)