Ameritas Investment Company’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$31.8K	–	1199
2021 Q1	$31.8K	Buy	+500	New	+$29.8K	﹤0.01%	1106
2020 Q2	–	Sell	-981	Closed	-$36K	–	781
2020 Q1	$36K	Hold	981	–	–	0.01%	804
2019 Q4	$55K	Sell	981 -174	-15%	-$9.33K	0.01%	564
2019 Q3	$60K	Buy	+1,155	New	+$59.2K	0.01%	615
2019 Q1	–	Sell	-19,065	Closed	-$881K	–	1284
2018 Q4	$881K	Buy	+19,065	New	+$967K	0.19%	108

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Ameritas Investment Company sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q2 2021, closing a stake of 500 shares — an estimated $31.8K sold.

Ameritas Investment Company first reported a position in FTA in Q4 2018 and held it in 5 quarters. The position peaked at $881K in Q4 2018. 133 funds tracked by Wall St. Rank hold FTA as of Q2 2021.

Ameritas Investment Company reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 500 First Trust Large Cap Value AlphaDEX Fund shares in Q2 2021, an estimated $31.8K.
Ameritas Investment Company first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's First Trust Large Cap Value AlphaDEX Fund position peaked at $881K in Q4 2018.
133 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q2 2021.

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