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Ameritas Investment Company’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Ameritas Investment Company’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$3K – 455
2019
Q1 		$3K Sell
200
-6,065
-97% -$78K ﹤0.01% 811
2018
Q4 		$72K Buy
+6,265
New +$91.8K 0.02% 496

Other funds holding FXN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Ameritas Investment Company's FXN Position: Q2 2019 in Review

Ameritas Investment Company sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2019, closing a stake of 200 shares — an estimated $3K sold.

Ameritas Investment Company first reported a position in FXN in Q4 2018 and held it in 2 quarters. The position peaked at $72K in Q4 2018. 71 funds tracked by Wall St. Rank hold FXN as of Q2 2019.

  • Ameritas Investment Company reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 200 First Trust Energy AlphaDEX Fund shares in Q2 2019, an estimated $3K.
  • Ameritas Investment Company first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's First Trust Energy AlphaDEX Fund position peaked at $72K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2019.

Based on Ameritas Investment Company's 13F filing for Q2 2019, filed 7 Aug 2019.