Ameritas Advisory Services’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-199	Closed	-$15.7K	–	2417
2025 Q2	$15.7K	Buy	+199	New	+$14.9K	﹤0.01%	1836
2023 Q2	–	Sell	-1,640	Closed	-$109K	–	1282
2023 Q1	$109K	Buy	+1,640	New	+$112K	0.01%	973

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Ameritas Advisory Services's FTA Position: Q3 2025 in Review

Ameritas Advisory Services sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q3 2025, closing a stake of 199 shares — an estimated $15.7K sold.

Ameritas Advisory Services first reported a position in FTA in Q1 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2023. 202 funds tracked by Wall St. Rank hold FTA as of Q3 2025.

Ameritas Advisory Services reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 199 First Trust Large Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $15.7K.
Ameritas Advisory Services first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's First Trust Large Cap Value AlphaDEX Fund position peaked at $109K in Q1 2023.
202 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.