Merkkuri Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Merkkuri Wealth 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	–	Sell	-5,170	Closed	-$91.8K	–	171
2026 Q1	$91.8K	Buy	+5,170	New	+$94.1K	0.06%	103
2025 Q4	–	Sell	-13,491	Closed	-$246K	–	82
2025 Q3	$246K	Buy	13,491 +193	+1%	+$3.48K	0.18%	79
2025 Q2	$237K	Sell	13,298 -1,569	-11%	-$27.4K	0.18%	79
2025 Q1	$262K	Buy	14,867 +211	+1%	+$3.75K	0.22%	73
2024 Q4	$259K	Sell	14,656 -1,415	-9%	-$25.4K	0.21%	78
2024 Q3	$291K	Buy	16,071 +3,581	+29%	+$63.5K	0.23%	71
2024 Q2	$217K	Buy	+12,490	New	+$216K	0.2%	78

Other funds holding FPE

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Merkkuri Wealth Advisors's FPE Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 5,170 shares — an estimated $91.8K sold.

Merkkuri Wealth Advisors first reported a position in FPE in Q2 2024 and held it in 7 quarters. The position peaked at $291K in Q3 2024. 226 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 5,170 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $91.8K.
Merkkuri Wealth Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q2 2024 and held it in 7 quarters.
Merkkuri Wealth Advisors's First Trust Preferred Securities and Income ETF position peaked at $291K in Q3 2024.
226 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.