Ameritas Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$579K	Sell	4,751 -312	-6%	-$38.6K	0.02%	531
2025 Q4	$601K	Buy	5,063 +3,688	+268%	+$432K	0.02%	508
2025 Q3	$161K	Sell	1,375 -333	-19%	-$37.8K	0.01%	680
2025 Q2	$188K	Sell	1,708 -4,049	-70%	-$416K	0.01%	757
2025 Q1	$595K	Sell	5,757 -4,083	-41%	-$433K	0.02%	524
2024 Q4	$1.03M	Buy	9,840 +3,905	+66%	+$419K	0.04%	408
2024 Q3	$618K	Sell	5,935 -6,938	-54%	-$692K	0.03%	497
2024 Q2	$1.25M	Sell	12,873 -149	-1%	-$14.4K	0.05%	351
2024 Q1	$1.28M	Buy	13,022 +7,815	+150%	+$730K	0.05%	323
2023 Q4	$481K	Sell	5,207 -11,286	-68%	-$944K	0.03%	433
2023 Q3	$1.34M	Buy	16,493 +12,972	+368%	+$1.1M	0.07%	273
2023 Q2	$293K	Sell	3,521 -9,974	-74%	-$801K	0.04%	409
2023 Q1	$1.09M	Sell	13,495 -1,115	-8%	-$91.5K	0.05%	305
2022 Q4	$1.17M	Buy	14,610 +4,891	+50%	+$390K	0.05%	312
2022 Q3	$702K	Buy	9,719 +81	+0.8%	+$6.45K	0.04%	359
2022 Q2	$733K	Sell	9,638 -106	-1%	-$8.77K	0.04%	353
2022 Q1	$860K	Buy	9,744 +2,464	+34%	+$215K	0.03%	364
2021 Q4	$672K	Buy	+7,280	New	+$657K	0.02%	424

Other funds holding FEX

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

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

Ameritas Advisory Services's FEX Position: Q1 2026 in Review

Ameritas Advisory Services reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 6.2% in Q1 2026, selling an estimated $38.6K and leaving 4,751 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #531.

Ameritas Advisory Services first reported a position in FEX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2023. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Ameritas Advisory Services held 4,751 shares of First Trust Large Cap Core AlphaDEX Fund worth $579K as of Q1 2026.
Ameritas Advisory Services sold 312 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $38.6K.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #531 holding.
Ameritas Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.34M in Q3 2023.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.