Ameritas Investment Company’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Ameritas Investment Company’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
2021 Q3	$3.83M	Buy	186,569 +88,861	+91%	+$1.83M	0.18%	102
2021 Q2	$2.56M	Buy	97,708 +91,922	+1,589%	+$1.88M	0.12%	142
2021 Q1	$117K	Sell	5,786 -104,336	-95%	-$2.11M	0.01%	718
2020 Q4	$2.22M	Buy	+110,122	New	+$2.18M	0.43%	51
2020 Q3	–	Sell	-40,287	Closed	-$742K	–	334
2020 Q2	$742K	Sell	40,287 -6,961	-15%	-$126K	0.21%	121
2020 Q1	$773K	Buy	+47,248	New	+$906K	0.12%	140
2019 Q4	–	Sell	-40,695	Closed	-$804K	–	1075
2019 Q3	$804K	Buy	40,695 +22,021	+118%	+$432K	0.16%	121
2019 Q2	$362K	Sell	18,674 -22,626	-55%	-$435K	0.17%	127
2019 Q1	$788K	Buy	+41,300	New	+$773K	0.15%	127

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC

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

Ameritas Investment Company's FPE Position: Q3 2021 in Review

Ameritas Investment Company increased its First Trust Preferred Securities and Income ETF (FPE) stake by 91% in Q3 2021, buying an estimated $1.83M and bringing the position to 186,569 shares worth $3.83M. The position accounts for 0.18% of the portfolio, ranked #102.

Ameritas Investment Company first reported a position in FPE in Q1 2019 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

Ameritas Investment Company held 186,569 shares of First Trust Preferred Securities and Income ETF worth $3.83M as of Q3 2021.
Ameritas Investment Company bought 88,861 First Trust Preferred Securities and Income ETF shares in Q3 2021, an estimated $1.83M.
First Trust Preferred Securities and Income ETF made up 0.18% of Ameritas Investment Company's portfolio in Q3 2021, its #102 holding.
Ameritas Investment Company first reported a position in First Trust Preferred Securities and Income ETF in Q1 2019 and has held it in 9 quarters since.
363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.