Ameritas Investment Company’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Ameritas Investment Company’s Portfolio FAD Stock Details FAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-141	Closed	-$9K	–	707
2020 Q1	$9K	Buy	+141	New	+$10.3K	﹤0.01%	1226
2019 Q4	–	Sell	-141	Closed	-$10K	–	1038
2019 Q3	$10K	Buy	+141	New	+$10.6K	﹤0.01%	1117
2019 Q1	–	Sell	-1,591	Closed	-$98K	–	1250
2018 Q4	$98K	Buy	+1,591	New	+$107K	0.02%	433

Other funds holding FAD

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameritas Investment Company's FAD Position: Q2 2020 in Review

Ameritas Investment Company sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2020, closing a stake of 141 shares — an estimated $9K sold.

Ameritas Investment Company first reported a position in FAD in Q4 2018 and held it in 3 quarters. The position peaked at $98K in Q4 2018. 41 funds tracked by Wall St. Rank hold FAD as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 141 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $9K.
Ameritas Investment Company first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $98K in Q4 2018.
41 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.