Ameritas Investment Company’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$203K	Buy	2,080 +1	+0%	+$100	0.01%	679
2021 Q2	$208K	Buy	+2,079	New	+$204K	0.01%	695
2020 Q2	–	Sell	-1,903	Closed	-$92K	–	764
2020 Q1	$92K	Sell	1,903 -113	-6%	-$7.32K	0.01%	512
2019 Q4	$146K	Buy	2,016 +1	+0%	+$70	0.03%	391
2019 Q3	$136K	Buy	+2,015	New	+$137K	0.03%	408
2019 Q1	–	Sell	-5,895	Closed	-$341K	–	1280
2018 Q4	$341K	Buy	+5,895	New	+$377K	0.07%	213

Other funds holding FNX

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

RJFSA

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJA

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

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

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

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

Ameritas Investment Company increased its First Trust Mid Cap Core AlphaDEX Fund (FNX) stake by 0.05% in Q3 2021, buying an estimated $100 and bringing the position to 2,080 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #679.

Ameritas Investment Company first reported a position in FNX in Q4 2018 and has held it in 6 quarters since. The position peaked at $341K in Q4 2018. 137 funds tracked by Wall St. Rank hold FNX as of Q3 2021.

Ameritas Investment Company held 2,080 shares of First Trust Mid Cap Core AlphaDEX Fund worth $203K as of Q3 2021.
Ameritas Investment Company bought 1 First Trust Mid Cap Core AlphaDEX Fund share in Q3 2021, an estimated $100.
First Trust Mid Cap Core AlphaDEX Fund made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #679 holding.
Ameritas Investment Company first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2018 and has held it in 6 quarters since.
Ameritas Investment Company's First Trust Mid Cap Core AlphaDEX Fund position peaked at $341K in Q4 2018.
137 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2021.

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