Ameritas Investment Company’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-462	Closed	-$12K	–	794
2020 Q1	$12K	Buy	+462	New	+$18.3K	﹤0.01%	1148
2019 Q4	–	Sell	-235	Closed	-$10K	–	1089
2019 Q3	$10K	Buy	+235	New	+$9.97K	﹤0.01%	1119
2019 Q1	–	Sell	-5,613	Closed	-$207K	–	1299
2018 Q4	$207K	Buy	+5,613	New	+$224K	0.04%	285

Other funds holding FXD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Ameritas Investment Company sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q2 2020, closing a stake of 462 shares — an estimated $12K sold.

Ameritas Investment Company first reported a position in FXD in Q4 2018 and held it in 3 quarters. The position peaked at $207K in Q4 2018. 95 funds tracked by Wall St. Rank hold FXD as of Q2 2020.

Ameritas Investment Company reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 462 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2020, an estimated $12K.
Ameritas Investment Company first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $207K in Q4 2018.
95 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2020.

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