Mercer Global Advisors
FPEI icon

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

Mercer Global Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Sell
17,518
-2,166
-11% -$41.6K ﹤0.01% 2674
2026
Q1 		$374K Buy
19,684
+1,758
+10% +$34.1K ﹤0.01% 2226
2025
Q4 		$348K Buy
17,926
+6,966
+64% +$135K ﹤0.01% 2117
2025
Q3 		$212K Sell
10,960
-23,472
-68% -$450K ﹤0.01% 2354
2025
Q2 		$654K Buy
34,432
+16,039
+87% +$298K ﹤0.01% 1425
2025
Q1 		$344K Buy
18,393
+439
+2% +$8.23K ﹤0.01% 1686
2024
Q4 		$336K Buy
17,954
+14
+0.1% +$264 ﹤0.01% 1678
2024
Q3 		$342K Buy
17,940
+18
+0.1% +$336 ﹤0.01% 1559
2024
Q2 		$329K Buy
17,922
+9
+0.1% +$164 ﹤0.01% 1530
2024
Q1 		$326K Buy
17,913
+299
+2% +$5.39K ﹤0.01% 1519
2023
Q4 		$314K Sell
17,614
-397
-2% -$6.78K ﹤0.01% 1580
2023
Q3 		$304K Sell
18,011
-1,852
-9% -$31.6K ﹤0.01% 1530
2023
Q2 		$335K Sell
19,863
-2,947
-13% -$49.4K ﹤0.01% 1450
2023
Q1 		$382K Buy
22,810
+1,901
+9% +$34.2K ﹤0.01% 1353
2022
Q4 		$372K Sell
20,909
-247
-1% -$4.33K ﹤0.01% 1373
2022
Q3 		$363K Sell
21,156
-194
-0.9% -$3.51K ﹤0.01% 1308
2022
Q2 		$378K Sell
21,350
-857
-4% -$16K ﹤0.01% 1305
2022
Q1 		$431K Buy
22,207
+111
+0.5% +$2.19K ﹤0.01% 1302
2021
Q4 		$451K Buy
22,096
+170
+0.8% +$3.48K ﹤0.01% 1258
2021
Q3 		$453K Buy
+21,926
New +$455K ﹤0.01% 1212

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 11% in Q2 2026, selling an estimated $41.6K and leaving 17,518 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Mercer Global Advisors first reported a position in FPEI in Q3 2021 and has held it in 20 quarters since. The position peaked at $654K in Q2 2025. 215 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Mercer Global Advisors held 17,518 shares of First Trust Institutional Preferred Securities and Income ETF worth $338K as of Q2 2026.
  • Mercer Global Advisors sold 2,166 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $41.6K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2674 holding.
  • Mercer Global Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $654K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

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