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FPEFX
First Trust Preferred Securities and Income Fund
First Trust Series Fund

Similar funds

Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

#FundOverlapNet exp.Adviser
1 First Trust Preferred Securities and Income ETF · FPE cheaper 88% 0.83% First Trust Advisors L.P.
2 First Trust Intermediate Duration Preferred & Income Fund 87% — —
3 First Trust Institutional Preferred Securities and Income ETF · FPEI cheaper 65% 0.85% First Trust Advisors L.P.
4 Cohen & Steers Select Preferred & Income Fund, Inc. 35% — —
5 Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 35% — —
6 Nuveen Preferred & Income Opportunities Fund 35% — —
7 Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser 34% 0.56% Nuveen Fund Advisors, LLC
8 Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX cheaper diff. adviser 34% 0.79% Cohen & Steers Capital Management, Inc.
9 Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX cheaper 34% 0.68% —
10 Nuveen Variable Rate Preferred & Income Fund 34% — —
11 Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 33% — —
12 Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser 31% 0.00% Cohen & Steers Capital Management, Inc.
13 Spectrum Preferred and Capital Securities Income Fund · PNARX, PPARX, PQARX, PUSAX, PPSIX, PPSJX, PPSAX, PRFCX, PPREX cheaper diff. adviser 29% 0.71% Principal Global Investors, LLC
14 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD cheaper diff. adviser 29% 0.73% Pacific Investment Management Company LLC
15 JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser 28% 0.57% J.P. Morgan Investment Management, Inc.
16 Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated 26% — —
17 Destra Flaherty & Crumrine Preferred and Income Fund · DPIAX, DPICX, DPIIX diff. adviser 26% 1.20% DFC PREFERRED ADVISORS LLC
18 Nuveen Preferred Securities and Income Managed Accounts Portfoli · NISPX cheaper 26% 0.01% —
19 Flaherty & Crumrine Preferred and Income Securities Fund Incorporated 25% — —
20 Flaherty & Crumrine Preferred and Income Fund Incorporated 25% — —

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