Ameritas Investment Company’s First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest FIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,254	Closed	-$21.2K	–	2266
2021 Q1	$21.2K	Buy	+2,254	New	+$20.8K	﹤0.01%	1269
2019 Q4	–	Sell	-2,445	Closed	-$22K	–	1632
2019 Q3	$22K	Buy	+2,445	New	+$21.8K	﹤0.01%	901
2019 Q1	–	Sell	-2,445	Closed	-$20K	–	1937
2018 Q4	$20K	Buy	+2,445	New	+$21.7K	﹤0.01%	882

Other funds holding FIV

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

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

RJA

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

OIM

Oder Investment Management Woodland Hills, California $130M AUM 25.54% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameritas Investment Company's FIV Position: Q2 2021 in Review

Ameritas Investment Company sold out of First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) in Q2 2021, closing a stake of 2,254 shares — an estimated $21.2K sold.

Ameritas Investment Company first reported a position in FIV in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2019. 48 funds tracked by Wall St. Rank hold FIV as of Q2 2021.

Ameritas Investment Company reported no remaining First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,254 First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest shares in Q2 2021, an estimated $21.2K.
Ameritas Investment Company first reported a position in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest position peaked at $22K in Q3 2019.
48 funds tracked by Wall St. Rank held First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.