Ameritas Investment Company’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-853	Closed	-$32K	–	765
2020 Q1	$32K	Buy	+853	New	+$38.5K	0.01%	841
2019 Q4	–	Sell	-853	Closed	-$38K	–	1073
2019 Q3	$38K	Buy	+853	New	+$39.1K	0.01%	737
2019 Q1	–	Sell	-1,192	Closed	-$43K	–	1281
2018 Q4	$43K	Buy	+1,192	New	+$47.8K	0.01%	621

Other funds holding FNY

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

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ameritas Investment Company's FNY Position: Q2 2020 in Review

Ameritas Investment Company sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2020, closing a stake of 853 shares — an estimated $32K sold.

Ameritas Investment Company first reported a position in FNY in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q4 2018. 87 funds tracked by Wall St. Rank hold FNY as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 853 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2020, an estimated $32K.
Ameritas Investment Company first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $43K in Q4 2018.
87 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.