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

Merkkuri Wealth 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	$1.29M	Sell	67,046 -9,804	-13%	-$189K	0.8%	34
2026 Q1	$1.46M	Sell	76,850 -1,216	-2%	-$23.6K	0.97%	33
2025 Q4	$1.51M	Buy	+78,066	New	+$1.51M	1.03%	33

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Merkkuri Wealth Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q2 2026, selling an estimated $189K and leaving 67,046 shares worth $1.29M. The position accounts for 0.8% of the portfolio, ranked #34.

Merkkuri Wealth Advisors first reported a position in FPEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

Merkkuri Wealth Advisors held 67,046 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.29M as of Q2 2026.
Merkkuri Wealth Advisors sold 9,804 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $189K.
First Trust Institutional Preferred Securities and Income ETF made up 0.8% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Merkkuri Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $1.51M in Q4 2025.
214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

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