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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $484M AUM 13.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors's FPEI Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 9.8% in Q1 2026, buying an estimated $34.1K and bringing the position to 19,684 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Mercer Global Advisors first reported a position in FPEI in Q3 2021 and has held it in 19 quarters since. The position peaked at $654K in Q2 2025. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

  • Mercer Global Advisors held 19,684 shares of First Trust Institutional Preferred Securities and Income ETF worth $374K as of Q1 2026.
  • Mercer Global Advisors bought 1,758 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $34.1K.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2226 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 19 quarters since.
  • Mercer Global Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $654K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.