# First Trust Preferred Sec & Inc R3 (FPERX)

> Source: Nexqual · https://nexqual.com/FPERX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, First Trust Preferred Sec & Inc R3 (FPERX), nexqual.com/FPERX" · informational, not investment advice.

**Price:** USD 18.87 (-0.05% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 18.87 · day 18.87–18.87 · 52w 18.87–20.36 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -2.4% vs S&P 500 +13.4%; 5Y +7.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -2.4% | +7.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -2.4% | +1.5% |
| Volatility (annualized) | 3.1% | 6.7% |
| Max drawdown | -4.1% (Feb 2026→Oct 2026) | -19.5% (Nov 2021→Mar 2023) |

## Peers
FPEFX (First Trust Preferred Securitie) USD 19.24 +0.00% · FPEAX (First Trust Preferred Securitie) USD 18.97 +0.00% · FPECX (First Trust Preferred Securitie) USD 19.14 +0.00% · FPEIX (First Trust Preferred Securitie) USD 19.21 +0.00% · RYCYX (Rydex Series Fds, Dow 2x Strate) USD 182.31 +0.00%

## More
Full page: https://nexqual.com/FPERX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

