Mercer Global Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Mercer Global Advisors’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.84M	Sell	494,301 -62,468	-11%	-$1.13M	0.01%	616
2026 Q1	$9.88M	Buy	556,769 +404,450	+266%	+$7.36M	0.01%	505
2025 Q4	$2.78M	Sell	152,319 -10,723	-7%	-$196K	﹤0.01%	958
2025 Q3	$2.97M	Buy	163,042 +132,198	+429%	+$2.39M	0.01%	875
2025 Q2	$549K	Sell	30,844 -17,247	-36%	-$301K	﹤0.01%	1521
2025 Q1	$846K	Buy	48,091 +31,411	+188%	+$557K	﹤0.01%	1214
2024 Q4	$295K	Buy	+16,680	New	+$299K	﹤0.01%	1762
2024 Q1	–	Sell	-26,870	Closed	-$453K	–	2074
2023 Q4	$453K	Sell	26,870 -11,840	-31%	-$191K	﹤0.01%	1378
2023 Q3	$618K	Buy	+38,710	New	+$623K	﹤0.01%	1148
2023 Q2	–	Sell	-28,390	Closed	-$453K	–	1964
2023 Q1	$453K	Buy	28,390 +5,868	+26%	+$101K	﹤0.01%	1262
2022 Q4	$378K	Buy	22,522 +10,574	+89%	+$177K	﹤0.01%	1368
2022 Q3	$200K	Buy	+11,948	New	+$211K	﹤0.01%	1622
2022 Q2	–	Sell	-14,815	Closed	-$282K	–	1856
2022 Q1	$282K	Sell	14,815 -1,671	-10%	-$32.5K	﹤0.01%	1539
2021 Q4	$335K	Sell	16,486 -2,458	-13%	-$50.1K	﹤0.01%	1400
2021 Q3	$389K	Buy	18,944 +6,530	+53%	+$135K	﹤0.01%	1302
2021 Q2	$256K	Sell	12,414 -309	-2%	-$6.31K	﹤0.01%	1450
2021 Q1	$256K	Sell	12,723 -4,212	-25%	-$85K	﹤0.01%	1385
2020 Q4	$342K	Buy	16,935 +2,646	+19%	+$52.3K	﹤0.01%	1015
2020 Q3	$274K	Buy	+14,289	New	+$273K	﹤0.01%	994

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors's FPE Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, selling an estimated $1.13M and leaving 494,301 shares worth $8.84M. The position accounts for 0.01% of the portfolio, ranked #616.

Mercer Global Advisors first reported a position in FPE in Q3 2020 and has held it in 19 quarters since. The position peaked at $9.88M in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Mercer Global Advisors held 494,301 shares of First Trust Preferred Securities and Income ETF worth $8.84M as of Q2 2026.
Mercer Global Advisors sold 62,468 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.13M.
First Trust Preferred Securities and Income ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #616 holding.
Mercer Global Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q3 2020 and has held it in 19 quarters since.
Mercer Global Advisors's First Trust Preferred Securities and Income ETF position peaked at $9.88M in Q1 2026.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.