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

Ameritas Investment Partners’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
2026 Q2	$13.5M	Buy	754,936 +38,441	+5%	+$692K	0.36%	40
2026 Q1	$12.7M	Buy	716,495 +50,129	+8%	+$913K	0.39%	37
2025 Q4	$12.1M	Buy	666,366 +37,721	+6%	+$690K	0.37%	40
2025 Q3	$11.5M	Buy	628,645 +44,103	+8%	+$796K	0.35%	39
2025 Q2	$10.4M	Buy	584,542 +30,591	+6%	+$534K	0.33%	39
2025 Q1	$9.74M	Buy	553,951 +43,129	+8%	+$765K	0.34%	41
2024 Q4	$9.04M	Buy	510,822 +34,884	+7%	+$626K	0.29%	44
2024 Q3	$8.61M	Buy	475,938 +65,793	+16%	+$1.17M	0.28%	46
2024 Q2	$7.12M	Buy	410,145 +380,318	+1,275%	+$6.56M	0.24%	52
2024 Q1	$517K	Buy	+29,827	New	+$510K	0.02%	801

Other funds holding FPE

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameritas Investment Partners's FPE Position: Q2 2026 in Review

Ameritas Investment Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 5.4% in Q2 2026, buying an estimated $692K and bringing the position to 754,936 shares worth $13.5M. The position accounts for 0.36% of the portfolio, ranked #40.

Ameritas Investment Partners first reported a position in FPE in Q1 2024 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Ameritas Investment Partners held 754,936 shares of First Trust Preferred Securities and Income ETF worth $13.5M as of Q2 2026.
Ameritas Investment Partners bought 38,441 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $692K.
First Trust Preferred Securities and Income ETF made up 0.36% of Ameritas Investment Partners's portfolio in Q2 2026, its #40 holding.
Ameritas Investment Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and has held it in 10 quarters since.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.