First Trust Preferred Sec & Inc R3 (FPERX) Ownership - Who owns First Trust Preferred Sec & Inc R3?

Profile

Category
Preferred Stock
Address
First Trust Series Fund120 East Liberty DriveWheaton
Phone
N/A
Web
www.ftportfolios.com

Details

Group
Balanced Funds
Category
Retirement Income
Total Expense Ratio
N/A
Min. Initial Investment
N/A
Fund Existence
over 13 years
Turnover
38.00
Front Load
N/A
Net Assets
223254420.00
Manager Tenure
N/A

Fundamentals

FPERX
Net Assets
223M
Fund Existence
over 13 years
Turnover
38.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Preferred Stock
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
41.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
699K
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
198.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
4.520
Annual Yield % from dividends
5.17
Returns for 1 year
12.20
Returns for 3 years
-3.08
Returns for 5 years
11.61
Returns for 10 years
46.28
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General Information

Category RetirementIncome

Profile
Fundamentals
Details
Category
Preferred Stock
Address
First Trust Series Fund120 East Liberty DriveWheaton
Phone
N/A
Web
www.ftportfolios.com