Ameritas Investment Company’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3.02M	Buy	56,354 +45,525	+420%	+$2.46M	0.14%	132
2021 Q2	$7.54M	Sell	10,829 -139,665	-93%	-$7.45M	0.36%	51
2021 Q1	$7.95M	Buy	150,494 +141,284	+1,534%	+$7.6M	0.69%	32
2020 Q4	$504K	Buy	+9,210	New	+$507K	0.1%	219
2020 Q2	–	Sell	-5,423	Closed	-$288K	–	749
2020 Q1	$288K	Sell	5,423 -42,019	-89%	-$2.2M	0.05%	277
2019 Q4	$2.46M	Buy	+47,442	New	+$2.49M	0.52%	38
2019 Q1	–	Sell	-846	Closed	-$42K	–	1275
2018 Q4	$42K	Buy	+846	New	+$41.3K	0.01%	626

Other funds holding FIXD

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

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

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

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

RJA

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

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

Ameritas Investment Company increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 420% in Q3 2021, buying an estimated $2.46M and bringing the position to 56,354 shares worth $3.02M. The position accounts for 0.14% of the portfolio, ranked #132.

Ameritas Investment Company first reported a position in FIXD in Q4 2018 and has held it in 7 quarters since. The position peaked at $7.95M in Q1 2021. 288 funds tracked by Wall St. Rank hold FIXD as of Q3 2021.

Ameritas Investment Company held 56,354 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.02M as of Q3 2021.
Ameritas Investment Company bought 45,525 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2021, an estimated $2.46M.
First Trust Smith Opportunistic Fixed Income ETF made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #132 holding.
Ameritas Investment Company first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's First Trust Smith Opportunistic Fixed Income ETF position peaked at $7.95M in Q1 2021.
288 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2021.

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