Meridian Financial Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Meridian Financial Partners’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	$909K	Buy	50,622 +1,014	+2%	+$18.3K	0.31%	59
2026 Q1	$885K	Buy	49,608 +1,049	+2%	+$19.1K	0.34%	62
2025 Q4	$888K	Sell	48,559 -776	-2%	-$14.2K	0.35%	53
2025 Q3	$903K	Buy	49,335 +107	+0.2%	+$1.93K	0.38%	55
2025 Q2	$876K	Sell	49,228 -164	-0.3%	-$2.86K	0.41%	54
2025 Q1	$869K	Buy	49,392 +7,482	+18%	+$133K	0.44%	50
2024 Q4	$742K	Buy	+41,910	New	+$752K	0.39%	53
2024 Q1	–	Sell	-36,469	Closed	-$615K	–	48
2023 Q4	$615K	Sell	36,469 -8,169	-18%	-$132K	0.63%	36
2023 Q3	$693K	Buy	+44,638	New	+$719K	0.71%	33
2022 Q3	–	Sell	-50,063	Closed	-$895K	–	55
2022 Q2	$895K	Buy	+50,063	New	+$905K	0.61%	44
2022 Q1	–	Sell	-39,354	Closed	-$792K	–	53
2021 Q4	$792K	Buy	39,354 +4,056	+11%	+$82.7K	0.54%	41
2021 Q3	$723K	Buy	35,298 +1,347	+4%	+$27.8K	0.49%	43
2021 Q2	$701K	Buy	33,951 +20,165	+146%	+$412K	0.48%	44
2021 Q1	$281K	Buy	+13,786	New	+$278K	0.21%	63

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

Meridian Financial Partners's FPE Position: Q2 2026 in Review

Meridian Financial Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 2% in Q2 2026, buying an estimated $18.3K and bringing the position to 50,622 shares worth $909K. The position accounts for 0.31% of the portfolio, ranked #59.

Meridian Financial Partners first reported a position in FPE in Q1 2021 and has held it in 14 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Meridian Financial Partners held 50,622 shares of First Trust Preferred Securities and Income ETF worth $909K as of Q2 2026.
Meridian Financial Partners bought 1,014 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $18.3K.
First Trust Preferred Securities and Income ETF made up 0.31% of Meridian Financial Partners's portfolio in Q2 2026, its #59 holding.
Meridian Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2021 and has held it in 14 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.