Ameritas Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Ameritas Advisory Services’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-276	Closed	-$5.29K	–	1350
2025 Q3	$5.29K	Hold	276	–	–	﹤0.01%	1819
2025 Q2	$5.19K	Buy	+276	New	+$4.93K	﹤0.01%	2223
2024 Q4	–	Sell	-10,176	Closed	-$199K	–	890
2024 Q3	$199K	Hold	10,176	–	–	0.01%	812
2024 Q2	$187K	Hold	10,176	–	–	0.01%	858
2024 Q1	$181K	Buy	+10,176	New	+$176K	0.01%	832
2023 Q4	–	Sell	-19,609	Closed	-$284K	–	750
2023 Q3	$284K	Buy	19,609 +6,996	+55%	+$107K	0.01%	646
2023 Q2	$192K	Sell	12,613 -12,539	-50%	-$192K	0.02%	521
2023 Q1	$394K	Sell	25,152 -2,543	-9%	-$44.5K	0.02%	558
2022 Q4	$467K	Sell	27,695 -1,691	-6%	-$28.3K	0.02%	552
2022 Q3	$487K	Sell	29,386 -1,152	-4%	-$21.8K	0.03%	443
2022 Q2	$570K	Buy	30,538 +272	+0.9%	+$5.32K	0.03%	417
2022 Q1	$666K	Buy	30,266 +12	+0%	+$267	0.02%	432
2021 Q4	$742K	Buy	+30,254	New	+$753K	0.03%	398

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ameritas Advisory Services's FPF Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 276 shares — an estimated $5.29K sold.

Ameritas Advisory Services first reported a position in FPF in Q4 2021 and held it in 13 quarters. The position peaked at $742K in Q4 2021. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 276 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $5.29K.
Ameritas Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2021 and held it in 13 quarters.
Ameritas Advisory Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $742K in Q4 2021.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.