Ameritas Investment Company’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$999K	Buy	30,482 +3,701	+14%	+$124K	0.05%	273
2021 Q2	$914K	Buy	26,781 +10,909	+69%	+$370K	0.04%	296
2021 Q1	$519K	Sell	15,872 -17,900	-53%	-$555K	0.04%	343
2020 Q4	$999K	Buy	33,772 +10,498	+45%	+$297K	0.19%	128
2020 Q3	$590K	Hold	23,274	–	–	0.18%	149
2020 Q2	$590K	Sell	23,274 -3,227	-12%	-$80.3K	0.17%	153
2020 Q1	$592K	Buy	26,501 +1,649	+7%	+$47.6K	0.09%	171
2019 Q4	$810K	Buy	24,852 +4,037	+19%	+$128K	0.17%	120
2019 Q3	$646K	Buy	20,815 +2,912	+16%	+$89K	0.13%	146
2019 Q2	$549K	Buy	17,903 +2,482	+16%	+$75K	0.26%	87
2019 Q1	$465K	Buy	+15,421	New	+$447K	0.09%	183

Other funds holding FDL

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

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

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameritas Investment Company's FDL Position: Q3 2021 in Review

Ameritas Investment Company increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 14% in Q3 2021, buying an estimated $124K and bringing the position to 30,482 shares worth $999K. The position accounts for 0.05% of the portfolio, ranked #273.

Ameritas Investment Company first reported a position in FDL in Q1 2019 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold FDL as of Q3 2021.

Ameritas Investment Company held 30,482 shares of First Trust Morningstar Dividend Leaders Index Fund worth $999K as of Q3 2021.
Ameritas Investment Company bought 3,701 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2021, an estimated $124K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #273 holding.
Ameritas Investment Company first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2019 and has held it in 11 quarters since.
206 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.