Meridian Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Meridian Wealth Advisors's FPE Position: Q2 2026 in Review
Meridian Wealth Advisors increased its First Trust Preferred Securities and Income ETF (FPE) stake by 1.5% in Q2 2026, buying an estimated $2.77K and bringing the position to 10,665 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #206.
Meridian Wealth Advisors first reported a position in FPE in Q2 2020 and has held it in 22 quarters since. The position peaked at $590K in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Meridian Wealth Advisors held 10,665 shares of First Trust Preferred Securities and Income ETF worth $191K as of Q2 2026.
- Meridian Wealth Advisors bought 154 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $2.77K.
- First Trust Preferred Securities and Income ETF made up 0.02% of Meridian Wealth Advisors's portfolio in Q2 2026, its #206 holding.
- Meridian Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2020 and has held it in 22 quarters since.
- Meridian Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $590K in Q4 2021.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.