Ameritas Advisory Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
16,304
+532
+3% +$10.2K 0.01% 935
2026
Q1
$300K Sell
15,772
-482
-3% -$9.34K 0.01% 761
2025
Q4
$315K Buy
16,254
+34
+0.2% +$659 0.01% 745
2025
Q3
$314K Buy
16,220
+12,174
+301% +$233K 0.02% 503
2025
Q2
$76.8K Sell
4,046
-11,955
-75% -$222K ﹤0.01% 1095
2025
Q1
$299K Hold
16,001
0.01% 704
2024
Q4
$299K Buy
+16,001
New +$302K 0.01% 726
2024
Q2
Sell
-14,772
Closed -$267K 908
2024
Q1
$267K Buy
+14,772
New +$266K 0.01% 741
2023
Q4
Sell
-24,007
Closed -$398K 749
2023
Q3
$398K Sell
24,007
-1,886
-7% -$32.2K 0.02% 556
2023
Q2
$436K Buy
25,893
+1,948
+8% +$32.7K 0.06% 324
2023
Q1
$401K Sell
23,945
-3,478
-13% -$62.5K 0.02% 550
2022
Q4
$488K Buy
27,423
+1,310
+5% +$23K 0.02% 542
2022
Q3
$448K Buy
26,113
+183
+0.7% +$3.31K 0.03% 463
2022
Q2
$459K Sell
25,930
-1,362
-5% -$25.4K 0.03% 479
2022
Q1
$529K Buy
27,292
+2,925
+12% +$57.8K 0.02% 489
2021
Q4
$497K Buy
+24,367
New +$500K 0.02% 513

Other funds holding FPEI

Ameritas Advisory Services's FPEI Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 3.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 16,304 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #935.

Ameritas Advisory Services first reported a position in FPEI in Q4 2021 and has held it in 16 quarters since. The position peaked at $529K in Q1 2022. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Ameritas Advisory Services held 16,304 shares of First Trust Institutional Preferred Securities and Income ETF worth $315K as of Q2 2026.
  • Ameritas Advisory Services bought 532 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $10.2K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #935 holding.
  • Ameritas Advisory Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $529K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.