Ameritas Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-719	Closed	-$10.9K	–	2422
2025 Q2	$10.9K	Buy	+719	New	+$10.6K	﹤0.01%	1976
2023 Q2	–	Sell	-5,365	Closed	-$83.8K	–	1304
2023 Q1	$83.8K	Buy	+5,365	New	+$88K	﹤0.01%	1071

Other funds holding FXN

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Ameritas Advisory Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2025, closing a stake of 719 shares — an estimated $10.9K sold.

Ameritas Advisory Services first reported a position in FXN in Q1 2023 and held it in 2 quarters. The position peaked at $83.8K in Q1 2023. 114 funds tracked by Wall St. Rank hold FXN as of Q3 2025.

Ameritas Advisory Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 719 First Trust Energy AlphaDEX Fund shares in Q3 2025, an estimated $10.9K.
Ameritas Advisory Services first reported a position in First Trust Energy AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's First Trust Energy AlphaDEX Fund position peaked at $83.8K in Q1 2023.
114 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2025.

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