Ameritas Investment Company’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Ameritas Investment Company’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
2021 Q3	$413K	Buy	4,839 +2,377	+97%	+$208K	0.02%	463
2021 Q2	$302K	Buy	2,462 +734	+42%	+$61.7K	0.01%	566
2021 Q1	$138K	Buy	+1,728	New	+$134K	0.01%	678
2020 Q2	–	Sell	-2,808	Closed	-$134K	–	735
2020 Q1	$134K	Sell	2,808 -156	-5%	-$9.35K	0.02%	430
2019 Q4	$193K	Buy	2,964 +226	+8%	+$14.1K	0.04%	340
2019 Q3	$167K	Buy	+2,738	New	+$167K	0.03%	364
2019 Q2	–	Sell	-3,474	Closed	-$207K	–	434
2019 Q1	$207K	Sell	3,474 -1,304	-27%	-$74.9K	0.04%	295
2018 Q4	$249K	Buy	+4,778	New	+$272K	0.05%	256

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

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

Ameritas Investment Company increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 97% in Q3 2021, buying an estimated $208K and bringing the position to 4,839 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #463.

Ameritas Investment Company first reported a position in FEX in Q4 2018 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold FEX as of Q3 2021.

Ameritas Investment Company held 4,839 shares of First Trust Large Cap Core AlphaDEX Fund worth $413K as of Q3 2021.
Ameritas Investment Company bought 2,377 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2021, an estimated $208K.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #463 holding.
Ameritas Investment Company first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2018 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2021.

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