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

Ameritas Investment Company’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
2021 Q3	$452K	Buy	21,873 +4,007	+22%	+$83.1K	0.02%	437
2021 Q2	$369K	Buy	+17,866	New	+$367K	0.02%	508
2020 Q2	–	Sell	-901	Closed	-$15K	–	769
2020 Q1	$15K	Buy	901 +501	+125%	+$9.69K	﹤0.01%	1090
2019 Q4	$8K	Hold	400	–	–	﹤0.01%	757
2019 Q3	$8K	Buy	+400	New	+$7.82K	﹤0.01%	1167

Other funds holding FPEI

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

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

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WAM

WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

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

Ameritas Investment Company increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 22% in Q3 2021, buying an estimated $83.1K and bringing the position to 21,873 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #437.

Ameritas Investment Company first reported a position in FPEI in Q3 2019 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold FPEI as of Q3 2021.

Ameritas Investment Company held 21,873 shares of First Trust Institutional Preferred Securities and Income ETF worth $452K as of Q3 2021.
Ameritas Investment Company bought 4,007 First Trust Institutional Preferred Securities and Income ETF shares in Q3 2021, an estimated $83.1K.
First Trust Institutional Preferred Securities and Income ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #437 holding.
Ameritas Investment Company first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q3 2019 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2021.

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