Merit Financial Group, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1621225
ALPHARETTA, GA
All Filings in FPEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $9,380,433 | 493,707 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 FPEI | $35,926,585 | 1,852,841 | Shares | Other | 2026-01-26 | |
| 2025-09-30 FPEI | $31,984,240 | 1,653,787 | Shares | Other | 2025-11-07 | |
| 2025-06-30 FPEI | $29,557,099 | 1,556,456 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 FPEI | $26,997,246 | 1,443,703 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||